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
$498M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.86M
3
+$786K
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$771K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$507K

Top Sells

1
+$3.74M
2
+$3.46M
3
+$820K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$498K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$313K

Sector Composition

1 Technology 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$346K 0.07%
12,897
52
$330K 0.07%
12,487
53
$329K 0.07%
13,232
54
$314K 0.06%
5,750
-1,250
55
$308K 0.06%
1,299
56
$295K 0.06%
893
+101
57
$277K 0.06%
582
58
$243K 0.05%
+883
59
$220K 0.04%
+994
60
– –
-7,130
1 2
3