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
$422M
AUM Growth
+$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$3.23M
3
+$3.11M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.26M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.69M

Top Sells

1
+$1.94M
2
+$461K
3
+$350K
4
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$261K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$211K

Sector Composition

1 Financials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$306K 0.07%
1,623
-26
52
$269K 0.06%
+13,401
53
$226K 0.05%
+1,136
54
$213K 0.05%
+2,632
55
$204K 0.05%
+15,960
1 2
3