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
$133M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$2.61M
3
+$1.43M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.35M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.07M

Top Sells

1
+$148K
2
+$58K
3
+$1K

Sector Composition

1 Technology 9.64%
2 Consumer Discretionary 8.53%
3 Communication Services 8.1%
4 Consumer Staples 5.21%
5 Financials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 1.04%
44,852
+7,578
27
$1.39M 1.04%
10,299
+2,541
28
$1.38M 1.04%
24,848
+4,251
29
$1.33M 1%
88,432
+12,326
30
$1.32M 0.99%
13,706
+734
31
$1.2M 0.9%
3,376
+424
32
$1.19M 0.9%
5,966
+857
33
$978K 0.74%
32,661
+3,414
34
$975K 0.73%
44,847
+9,290
35
$957K 0.72%
9,542
+996
36
$937K 0.7%
15,753
+2,257
37
$912K 0.69%
23,192
+4,197
38
$892K 0.67%
12,949
+613
39
$844K 0.63%
48,331
+9,232
40
$831K 0.63%
22,790
+3,200
41
$814K 0.61%
9,537
+2,069
42
$801K 0.6%
47,389
+10,487
43
$781K 0.59%
14,492
+3,324
44
$780K 0.59%
8,505
+1,799
45
$773K 0.58%
27,314
+5,311
46
$764K 0.57%
8,251
+1,880
47
$726K 0.55%
15,554
+3,466
48
$718K 0.54%
35,393
+9,799
49
$709K 0.53%
7,542
+1,792
50
$685K 0.52%
4,602
+842
1
2
3 4