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
$5.07M
AUM Growth
+$3.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.25M
3
+$1.2M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$793K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$755K

Top Sells

1
+$426K
2
+$351K
3
+$335K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$137K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$132K

Sector Composition

1 Financials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7 ﹤0.01%
+100
52
– –
-260
53
– –
-5
54
– –
-800
55
– –
-38
56
– –
-210
1 2
3