SWPG

Strategic Wealth Partners Group Portfolio holdings

AUM $906M
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
+$8.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$718K
3
+$646K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$552K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$341K

Top Sells

1
+$1.12M
2
+$140K
3
+$104K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$91K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$83.5K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$223K 0.11%
2,166
1
2