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
$69.1M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Sells

1 +$42.5K
2 +$19.5K

Sector Composition

1 Technology 17.89%
2 Financials 9.63%
3 Healthcare 7.28%
4 Communication Services 5.53%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GLTR icon
51
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$1.99B
$180K 0.26%
+1,306
EPI icon
52
WisdomTree India Earnings Fund ETF
EPI
$2.93B
$176K 0.25%
+3,700
BLOK icon
53
Amplify Blockchain Technology ETF
BLOK
$1.49B
$171K 0.25%
+2,986
ARTY
54
iShares Future AI & Tech ETF
ARTY
$1.65B
$166K 0.24%
+4,053
VUG icon
55
Vanguard Growth ETF
VUG
$195B
$138K 0.2%
+315
XT icon
56
iShares Future Exponential Technologies ETF
XT
$3.73B
$135K 0.19%
+2,063
NFLX icon
57
Netflix
NFLX
$510B
$121K 0.17%
+90
SPGM icon
58
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.25B
$97.4K 0.14%
+1,412
MOO icon
59
VanEck Agribusiness ETF
MOO
$606M
$86.8K 0.13%
+1,179
VAW icon
60
Vanguard Materials ETF
VAW
$2.77B
$81.9K 0.12%
+420
ITOT icon
61
iShares Core S&P Total US Stock Market ETF
ITOT
$77.6B
$80.3K 0.12%
+595
VOT icon
62
Vanguard Mid-Cap Growth ETF
VOT
$17.7B
$79.1K 0.11%
+278
IJT icon
63
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.23B
$60.5K 0.09%
+455
APH icon
64
Amphenol
APH
$153B
$49.3K 0.07%
+499
HLI icon
65
Houlihan Lokey
HLI
$13.4B
$38.9K 0.06%
+216
ARKG icon
66
ARK Genomic Revolution ETF
ARKG
$1.25B
$37.9K 0.05%
+1,556
CBZ icon
67
CBIZ
CBZ
$2.77B
$36.9K 0.05%
+515
CRSP icon
68
CRISPR Therapeutics
CRSP
$6.29B
$36.5K 0.05%
+750
MSCI icon
69
MSCI
MSCI
$41.3B
$35.8K 0.05%
+62
VTI icon
70
Vanguard Total Stock Market ETF
VTI
$543B
$32.7K 0.05%
+108
AVTR icon
71
Avantor
AVTR
$10.1B
$31.8K 0.05%
+2,359
CDNS icon
72
Cadence Design Systems
CDNS
$88.9B
$31.7K 0.05%
+103
LRCX icon
73
Lam Research
LRCX
$178B
$29.2K 0.04%
+300
DGRO icon
74
iShares Core Dividend Growth ETF
DGRO
$35.3B
$29K 0.04%
+453
FSLR icon
75
First Solar
FSLR
$24.9B
$26.5K 0.04%
+160