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
$5.07M
AUM Growth
+$3.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$116K
2
+$92.5K
3
+$13.2K
4
VB icon
Vanguard Small-Cap ETF
VB
+$8.61K
5
FAD icon
First Trust Multi Cap Growth AlphaDEX Fund
FAD
+$7.22K

Top Sells

1
+$166K
2
+$137K
3
+$89.8K
4
IVOO icon
Vanguard S&P Mid-Cap 400 ETF
IVOO
+$52.1K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$41.5K

Sector Composition

1 Financials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17K 0.34%
575
-3,032
27
$15.4K 0.3%
229,523
+6,323
28
$13.8K 0.27%
840
-726
29
$12.7K 0.25%
1,336
-1,392
30
$11.2K 0.22%
608
-148
31
$11.1K 0.22%
9,740
-304
32
$9.89K 0.2%
48,398
+39
33
$8.5K 0.17%
100
34
$8.04K 0.16%
60,943
-254
35
$7.66K 0.15%
162,064
+6,021
36
$7.22K 0.14%
+100
37
$6.74K 0.13%
120
38
$5.5K 0.11%
86,846
-30
39
$4.33K 0.09%
26,442
-286
40
$3.67K 0.07%
80
-80
41
$2.85K 0.06%
18,734
42
$1.22K 0.02%
+6
43
$1.14K 0.02%
26,282
-86
44
$1.1K 0.02%
60
-660
45
$710 0.01%
6,026
-1,139
46
$609 0.01%
8
47
$605 0.01%
14,101
-242
48
$456 0.01%
5,153
49
$239 ﹤0.01%
2,168
50
$172 ﹤0.01%
2,200
-4,293
1
2
3