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
$4.65M
AUM Growth
-$425K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$188K
2
+$16.6K
3
+$4.01K
4
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$2.58K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.67K

Top Sells

1
+$131K
2
+$124K
3
+$105K
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$95.8K
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$92.5K

Sector Composition

1 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$411 0.01%
+10,215
27
$402 0.01%
+3,990
28
$248 0.01%
+2,976
29
$245 0.01%
2,168
30
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31
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32
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33
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37
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40
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-1,664
41
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-80
42
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-1,892
43
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-780
44
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-98
45
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-840
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-1,336
48
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-60
49
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-1,860
50
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-200
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