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
$611M
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$10.1M
3
+$7.25M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.83M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.55M

Top Sells

1
+$510K
2
+$300K
3
+$260K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$178K

Sector Composition

1 Financials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$316K 0.05%
12,541
52
$310K 0.05%
929
+91
53
$280K 0.05%
12,972
+846
54
$231K 0.04%
+7,037
55
$193K 0.03%
+3,994
56
$105K 0.02%
+3,327
57
$42K 0.01%
+1,328
58
$35K 0.01%
+1,152
59
$30K ﹤0.01%
1,254
-10,875
60
$28K ﹤0.01%
1,190
-12,768
1 2
3