SWPG
Strategic Wealth Partners Group Portfolio holdings
AUM
$906M
1-Year Return
23.4%
This Quarter Return
+7%
1 Year Return
+23.4%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$691M
AUM Growth
+$80.3M
(+13%)
Cap. Flow
+$33.1M
Cap. Flow
% of AUM
4.79%
Top 10 Holdings %
Top 10 Hldgs %
74.63%
Holding
62
New
2
Increased
32
Reduced
21
Closed
–
Top Buys
| 1 |
Innovator US Equity Power Buffer ETF June
PJUN
|
$8.21M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$7.23M |
| 3 |
Innovator US Equity Power Buffer ETF July
PJUL
|
$6.1M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$5.58M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$1.45M |
Top Sells
Sector Composition
| 1 | Financials | 0.2% |
