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

Top Buys

1
+$3.29M
2
+$2.7M
3
+$2M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.82M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$913K

Top Sells

1
+$1.82M
2
+$682K
3
+$657K
4
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$521K
5
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$346K

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
1 2
3