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
$471M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$3.25M
2 +$2.74M
3 +$2.09M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.84M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$890K

Sector Composition

1 Financials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-11,215
52
-13,835