SWPG
Strategic Wealth Partners Group Portfolio holdings
AUM
$906M
This Quarter Return
+14.45%
1 Year Return
+23.4%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$472M
AUM Growth
+$472M
(+14%)
Cap. Flow
+$20.1M
Cap. Flow
% of AUM
4.26%
Top 10 Holdings %
Top 10 Hldgs %
79.26%
Holding
59
New
2
Increased
24
Reduced
25
Closed
3
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$13.6M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$6.76M |
| 3 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$4.15M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$1.82M |
| 5 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$1.76M |
Top Sells
| 1 |
iShares Core 60/40 Balanced Allocation ETF
AOR
|
$7.69M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$1.29M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$831K |
| 4 |
iShares Russell 1000 ETF
IWB
|
$617K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$481K |
Sector Composition
| 1 | Technology | 0.24% |
| 2 | Financials | 0% |
