SWPG
Strategic Wealth Partners Group Portfolio holdings
AUM
$906M
This Quarter Return
-0.79%
1 Year Return
+23.4%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$525M
AUM Growth
–
Cap. Flow
+$525M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
79.11%
Holding
64
New
64
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$116M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$50.4M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$48.8M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$45.1M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$45.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.25% |
| 2 | Financials | 0.11% |
