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
$225M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.97M
3
+$1.55M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$856K
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$855K

Top Sells

1
+$1.26M
2
+$810K
3
+$75.1K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$52.8K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$7.79K

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
1
2