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
$1.28M
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$170K
2
+$137K
3
+$110K
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$104K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$94.4K

Top Sells

1
+$3.13K
2
+$405
3
+$173
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$124
5
IWB icon
iShares Russell 1000 ETF
IWB
+$19

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.46K 0.66%
+100
27
$7.75K 0.61%
156,043
+4,749
28
$7.46K 0.58%
61,197
-40
29
$7.31K 0.57%
+160
30
$6.56K 0.51%
+120
31
$5.6K 0.44%
72,670
+14,612
32
$5.34K 0.42%
86,876
-2,806
33
$4.98K 0.39%
+260
34
$4.48K 0.35%
18,512
+4,685
35
$4.06K 0.32%
26,728
-2,670
36
$2.75K 0.22%
18,734
-130
37
$1.79K 0.14%
17,683
+1,099
38
$1.29K 0.1%
16,411
+6,741
39
$1.27K 0.1%
26,368
+2,194
40
$956 0.07%
+38
41
$799 0.06%
7,165
-163
42
$755 0.06%
2,844
+110
43
$635 0.05%
14,343
+263
44
$612 0.05%
4,312
-94
45
$561 0.04%
+8
46
$547 0.04%
3,720
47
$518 0.04%
10,044
+504
48
$509 0.04%
6,493
-64
49
$445 0.03%
5,153
+78
50
$270 0.02%
+5
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3