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
$306M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$2.89M
3
+$2.72M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.7M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.55M

Top Sells

1
+$3.39M
2
+$3.34M
3
+$1.24M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$481K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$419K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$385K 0.13%
4,827
-2,580
27
$290K 0.09%
1,897
+1,417
28
$289K 0.09%
5,280
-240
1
2