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
$611M
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$10.1M
3
+$7.25M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.83M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.55M

Top Sells

1
+$510K
2
+$300K
3
+$260K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$178K

Sector Composition

1 Financials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.16M 0.52%
20,374
+3,801
27
$3.01M 0.49%
+102,252
28
$2.99M 0.49%
38,868
+4,612
29
$2.26M 0.37%
+70,133
30
$2M 0.33%
8,042
+1,637
31
$1.76M 0.29%
25,793
+16,033
32
$1.74M 0.29%
12,673
+3,324
33
$1.55M 0.25%
14,706
+1,556
34
$1.53M 0.25%
31,290
+8,785
35
$1.11M 0.18%
3,164
+919
36
$917K 0.15%
23,795
+2,005
37
$905K 0.15%
13,297
+8,546
38
$882K 0.14%
8,859
+8
39
$855K 0.14%
15,260
+5,119
40
$784K 0.13%
14,563
+3,113
41
$775K 0.13%
5,748
+101
42
$659K 0.11%
3,583
+1,211
43
$640K 0.1%
16,139
+8,800
44
$506K 0.08%
8,112
45
$460K 0.08%
2,246
+595
46
$453K 0.07%
4,365
+104
47
$447K 0.07%
3,388
+1,093
48
$383K 0.06%
5,242
+150
49
$383K 0.06%
15,533
+2,201
50
$319K 0.05%
4,548
1
2
3