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
$525M
AUM Growth
-$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$4.84M
2
+$2.98M
3
+$2.6M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.23M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$989K

Top Sells

1
+$10.4M
2
+$3.37M
3
+$2.57M
4
AVGO icon
Broadcom
AVGO
+$1.88M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.72M

Sector Composition

1 Financials 0.18%
2 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.09M 0.21%
20,405
-2,875
27
$1.07M 0.2%
7,263
-5,780
28
$978K 0.19%
21,662
-2,832
29
$965K 0.18%
2,353
+874
30
$932K 0.18%
5,624
-72
31
$840K 0.16%
6,713
+247
32
$794K 0.15%
7,245
-3,334
33
$679K 0.13%
9,765
-2,592
34
$657K 0.13%
11,412
-200
35
$634K 0.12%
10,089
-2,518
36
$534K 0.1%
8,027
37
$508K 0.1%
4,243
-450
38
$487K 0.09%
10,564
-1,104
39
$471K 0.09%
9,113
+4
40
$421K 0.08%
17,712
-29,385
41
$405K 0.08%
16,041
+1,857
42
$378K 0.07%
1,778
-2,070
43
$374K 0.07%
4,787
+41
44
$346K 0.07%
13,835
-7,078
45
$344K 0.07%
13,958
46
$342K 0.07%
2,282
+1
47
$335K 0.06%
13,268
48
$335K 0.06%
13,332
49
$299K 0.06%
862
+1
50
$292K 0.06%
1,226
1
2
3