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
+$509K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$532K
3
+$196K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$88.1K

Top Sells

1
+$5.83M
2
+$1.32M
3
+$614K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$456K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$452K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$407K 0.18%
4,901
-2,242
27
$242K 0.11%
2,168
-712
1
2