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
$691M
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$8.21M
2
+$7.23M
3
+$6.1M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.58M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.45M

Top Sells

1
+$1.55M
2
+$334K
3
+$162K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$148K
5
PFEB icon
Innovator US Equity Power Buffer ETF February
PFEB
+$113K

Sector Composition

1 Financials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$407K 0.06%
16,549
+1,016
52
$341K 0.05%
4,548
53
$337K 0.05%
7,163
+3,169
54
$335K 0.05%
9,459
+2,422
55
$319K 0.05%
930
+1
56
$317K 0.05%
12,541
57
$290K 0.04%
12,975
+3
58
$151K 0.02%
+1,547
59
$45K 0.01%
1,328
60
$36K 0.01%
1,152
61
$30K ﹤0.01%
1,254
62
$27K ﹤0.01%
1,190
1 2
3