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
$263M
AUM Growth
+$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$32.1M
2
+$9.64M
3
+$4.5M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$4.13M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.63M

Top Sells

1
+$7.92M
2
+$3.7M
3
+$1.3M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.26M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$509K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18K 0.01%
494
-13,969
27
$15K 0.01%
90
-47,517
28
$15K 0.01%
322
-9,554
29
– –
-18,734
30
– –
-2,168
31
– –
-4,205
32
– –
-5,939
1
2