SWIG

Strategic Wealth Investment Group Portfolio holdings

AUM $69.1M
1-Year Est. Return 16.46%
This Quarter Est. Return
1 Year Est. Return
+16.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.4M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$11.9M
3
+$6.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.09M
5
AAPL icon
Apple
AAPL
+$4.46M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.37%
2 Communication Services 8.02%
3 Consumer Staples 4.93%
4 Financials 4.35%
5 Consumer Discretionary 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.04M 1.08%
+6,387
27
$937K 0.97%
+24,840
28
$881K 0.91%
+2,999
29
$761K 0.79%
+6,093
30
$726K 0.75%
+3,156
31
$696K 0.72%
+3,705
32
$668K 0.69%
+15,182
33
$662K 0.69%
+5,317
34
$661K 0.69%
+20,584
35
$548K 0.57%
+19,635
36
$441K 0.46%
+2,661
37
$440K 0.46%
+4,831
38
$393K 0.41%
+6,972
39
$392K 0.41%
+1,210
40
$389K 0.4%
+1,061
41
$359K 0.37%
+3,276
42
$305K 0.32%
+2,049
43
$302K 0.31%
+3,413
44
$286K 0.3%
+3,133
45
$284K 0.29%
+3,387
46
$273K 0.28%
+839
47
$259K 0.27%
+6,505
48
$245K 0.25%
+4,398
49
$244K 0.25%
+2,084
50
$240K 0.25%
+9,599
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