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SWIG

Strategic Wealth Investment Group Portfolio holdings

AUM $788M
1-Year Est. Return 14.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
+$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$93.5M
2
+$53.6M
3
+$50.2M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$43.9M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$42.9M

Top Sells

1
+$166K
2
+$80.3K
3
+$37.9K
4
CBZ icon
CBIZ
CBZ
+$36.9K
5
CRSP icon
CRISPR Therapeutics
CRSP
+$36.5K

Sector Composition

1 Technology 17.07%
2 Financials 10.02%
3 Healthcare 8.25%
4 Consumer Discretionary 5.32%
5 Communication Services 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.3M 1.37%
88,031
+82,110
27
$15.7M 1.32%
47,133
+43,776
28
$15.5M 1.3%
143,446
+133,973
29
$15.4M 1.3%
32,424
+29,678
30
$15.3M 1.29%
76,036
+70,411
31
$15.2M 1.28%
76,785
+70,599
32
$14.7M 1.24%
174,057
+167,540
33
$13.9M 1.17%
18,255
+17,592
34
$13.8M 1.16%
64,075
+58,775
35
$13.6M 1.15%
58,901
+56,408
36
$13.6M 1.15%
79,744
+79,732
37
$13.5M 1.14%
96,226
+89,273
38
$13.4M 1.13%
14,516
+13,582
39
$13M 1.09%
+132,940
40
$12.3M 1.04%
43,596
+42,087
41
$12.1M 1.02%
97,609
+93,967
42
$11.3M 0.95%
269,614
+257,548
43
$10.3M 0.87%
17,230
+15,967
44
$10.2M 0.86%
233,000
+221,824
45
$9.13M 0.77%
288,770
+272,672
46
$8.68M 0.73%
72,380
+71,480
47
$8.27M 0.7%
37,465
+36,170
48
$5.66M 0.48%
+79,248
49
$4.27M 0.36%
+37,860
50
$3.99M 0.34%
24,091
+22,785
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