SWPG

Strategic Wealth Partners Group Portfolio holdings

AUM $906M
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28M
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.18M
3
+$1.14M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.09M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$651K

Top Sells

1
+$3.18M
2
+$412K
3
+$175K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$126K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$19.8K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$246 0.02%
3,261
-1,640
52
$237 0.02%
2,168
1 2
3