SWPG

Strategic Wealth Partners Group Portfolio holdings

AUM $906M
1-Year Est. Return 23.4%
This Quarter Est. Return
1 Year Est. Return
+23.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$3.15M
2 +$3.03M
3 +$1.59M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$876K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$874K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$431K 0.19%
5,075
-93
27
$304K 0.14%
2,880
+714