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
$498M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.86M
3
+$786K
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$771K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$507K

Top Sells

1
+$3.74M
2
+$3.46M
3
+$820K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$498K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$313K

Sector Composition

1 Technology 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 0.31%
28,936
+9,510
27
$1.45M 0.29%
89,248
-5,936
28
$1.14M 0.23%
24,660
-690
29
$1.05M 0.21%
10,295
+406
30
$1.04M 0.21%
5,863
+15
31
$1M 0.2%
17,852
-320
32
$971K 0.2%
44,631
-2,505
33
$950K 0.19%
18,255
34
$948K 0.19%
15,626
35
$815K 0.16%
3,806
+68
36
$790K 0.16%
10,962
-176
37
$771K 0.15%
+17,693
38
$738K 0.15%
5,758
+12
39
$643K 0.13%
12,363
+4
40
$612K 0.12%
8,273
+276
41
$564K 0.11%
8,027
42
$494K 0.1%
4,524
+581
43
$423K 0.09%
3,263
-294
44
$409K 0.08%
5,216
-92
45
$409K 0.08%
16,070
+3,034
46
$389K 0.08%
2,885
+1
47
$381K 0.08%
4,616
-633
48
$367K 0.07%
+4,469
49
$353K 0.07%
6,462
-361
50
$349K 0.07%
13,340
+190
1
2
3