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
$525M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$50.4M
3
+$48.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$45.1M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$45.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.25%
2 Financials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$355K 0.07%
+14,373
52
$350K 0.07%
+13,332
53
$344K 0.07%
+2,643
54
$332K 0.06%
+1,301
55
$317K 0.06%
+5,794
56
$303K 0.06%
+3,636
57
$298K 0.06%
+3,762
58
$295K 0.06%
+3,579
59
$291K 0.06%
+860
60
$284K 0.05%
+3,324
61
$235K 0.04%
+994
62
$222K 0.04%
+793
63
$217K 0.04%
+452
64
$206K 0.04%
+6,288
1 2
3