SWPG
Strategic Wealth Partners Group Portfolio holdings
AUM
$906M
1-Year Return
23.4%
This Quarter Return
-3.82%
1 Year Return
+23.4%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$674M
AUM Growth
-$17M
(-2.5%)
Cap. Flow
+$7.51M
Cap. Flow
% of AUM
1.11%
Top 10 Holdings %
Top 10 Hldgs %
75.1%
Holding
63
New
1
Increased
28
Reduced
24
Closed
1
Top Buys
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$3.2M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$1.66M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.07M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$980K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$904K |
Top Sells
Sector Composition
| 1 | Financials | 0.2% |
