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
$430M
AUM Growth
-$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$1.69M
2 +$1.34M
3 +$1.11M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$912K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$672K

Sector Composition

1 Financials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$248K 0.06%
865
+2
52
$236K 0.05%
12,123
53
-560