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

Top Buys

1
+$116K
2
+$92.5K
3
+$13.2K
4
VB icon
Vanguard Small-Cap ETF
VB
+$8.61K
5
FAD icon
First Trust Multi Cap Growth AlphaDEX Fund
FAD
+$7.22K

Top Sells

1
+$166K
2
+$137K
3
+$89.8K
4
IVOO icon
Vanguard S&P Mid-Cap 400 ETF
IVOO
+$52.1K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$41.5K

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
– –
-5
53
– –
-38
54
– –
-210
55
– –
-260
56
– –
-800
1 2
3