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
-$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$4.84M
2
+$2.98M
3
+$2.6M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.23M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$989K

Top Sells

1
+$10.4M
2
+$3.37M
3
+$2.57M
4
AVGO icon
Broadcom
AVGO
+$1.88M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.72M

Sector Composition

1 Financials 0.18%
2 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$290K 0.06%
3,759
52
$284K 0.05%
3,858
+653
53
$223K 0.04%
850
-454
54
$222K 0.04%
452
55
$210K 0.04%
6,394
+10
56
– –
-84,088
57
– –
-15,995
58
– –
-28,210
59
– –
-10,298
60
– –
-2,647
61
– –
-4,209
62
– –
-7,266
63
– –
-3,180
64
– –
-3,372
65
– –
-5,797
1 2
3