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
$665M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$2.34M
3
+$2.14M
4
MSFT icon
Microsoft
MSFT
+$1.63M
5
V icon
Visa
V
+$1.59M

Top Sells

1
+$1.12M
2
+$1.09M
3
+$1.02M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$611K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$453K

Sector Composition

1 Technology 16.69%
2 Consumer Staples 8.69%
3 Financials 7.08%
4 Communication Services 6.7%
5 Consumer Discretionary 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.43M 1.42%
153,222
+4,956
27
$9.23M 1.39%
35,413
+3,179
28
$8.72M 1.31%
162,224
+16,727
29
$7.47M 1.12%
498,546
+14,939
30
$7.22M 1.08%
145,690
+7,390
31
$6.91M 1.04%
36,366
+1,794
32
$6.71M 1.01%
132,778
+6,414
33
$6.69M 1.01%
440,770
+20,347
34
$6.58M 0.99%
11,031
+809
35
$6.46M 0.97%
39,524
+5,693
36
$6.04M 0.91%
79,288
+6,327
37
$5.8M 0.87%
65,641
+6,394
38
$5.79M 0.87%
41,427
+655
39
$5.76M 0.87%
394,734
+7,181
40
$5.67M 0.85%
31,657
+1,709
41
$5.59M 0.84%
265,967
+1,029
42
$5.59M 0.84%
14,478
+2,236
43
$5.48M 0.82%
34,989
+5,335
44
$5.21M 0.78%
67,677
+3,433
45
$5.17M 0.78%
137,178
+3,674
46
$4.74M 0.71%
282,762
+20,242
47
$3.93M 0.59%
95,889
-4,147
48
$3.31M 0.5%
36,346
+1,837
49
$2.62M 0.39%
5,387
+687
50
$2.14M 0.32%
12,277
-1,105
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