SWPG

Strategic Wealth Partners Group Portfolio holdings

AUM $906M
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$449M
AUM Growth
-$76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$3.92M
3
+$3.59M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.08M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.59M

Top Sells

1
+$7.97M
2
+$2.95M
3
+$2.1M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.32M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$934K

Sector Composition

1 Financials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$252K 0.06%
12,123
-5,589
52
$241K 0.05%
1,226
53
$231K 0.05%
560
+108
54
– –
-850
55
– –
-6,394
1 2
3