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
$472M
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$1.82M
3
+$1.32M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.09M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$603K

Top Sells

1
+$7.69M
2
+$1.29M
3
+$831K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$617K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$481K

Sector Composition

1 Technology 0.24%
2 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 0.28%
+23,239
27
$1.11M 0.24%
25,350
+720
28
$1M 0.21%
19,426
-4,558
29
$985K 0.21%
18,172
-44
30
$963K 0.2%
5,848
-32
31
$935K 0.2%
47,136
-2,559
32
$912K 0.19%
15,626
33
$853K 0.18%
9,889
+5
34
$839K 0.18%
18,255
-2,680
35
$770K 0.16%
11,138
+112
36
$728K 0.15%
3,738
-211
37
$656K 0.14%
5,746
+2
38
$619K 0.13%
12,359
+189
39
$548K 0.12%
7,997
+5
40
$539K 0.11%
8,027
41
$473K 0.1%
3,557
-145
42
$437K 0.09%
5,249
-403
43
$386K 0.08%
7,000
44
$383K 0.08%
5,308
45
$382K 0.08%
3,943
+1
46
$376K 0.08%
6,823
+30
47
$353K 0.07%
12,897
-1,218
48
$345K 0.07%
13,150
-1,214
49
$343K 0.07%
2,884
50
$333K 0.07%
13,036
-1,311
1
2
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