SWIG

Strategic Wealth Investment Group Portfolio holdings

AUM $1.19B
1-Year Est. Return 16.35%
This Quarter Est. Return
1 Year Est. Return
+16.35%
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
+$94M
2
+$54.7M
3
+$50.8M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$44.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$44.6M

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
ARKQ icon
51
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.6B
$3.14M 0.26%
+28,173
ARKK icon
52
ARK Innovation ETF
ARKK
$7.87B
$3.06M 0.26%
35,432
+32,780
BLOK icon
53
Amplify Blockchain Technology ETF
BLOK
$1.2B
$2.98M 0.25%
44,428
+41,442
MLPX icon
54
Global X MLP & Energy Infrastructure ETF
MLPX
$2.64B
$2.89M 0.24%
46,091
+42,996
VTI icon
55
Vanguard Total Stock Market ETF
VTI
$565B
$2.88M 0.24%
8,790
+8,682
MOO icon
56
VanEck Agribusiness ETF
MOO
$585M
$2.6M 0.22%
35,362
+34,183
VAW icon
57
Vanguard Materials ETF
VAW
$2.78B
$2.55M 0.22%
12,470
+12,050
XT icon
58
iShares Future Exponential Technologies ETF
XT
$3.7B
$2.32M 0.2%
32,296
+30,233
TSLA icon
59
Tesla
TSLA
$1.49T
$2.03M 0.17%
4,556
+3,837
VUG icon
60
Vanguard Growth ETF
VUG
$202B
$2M 0.17%
4,176
+3,861
EPI icon
61
WisdomTree India Earnings Fund ETF
EPI
$2.78B
$1.7M 0.14%
38,368
+34,668
APH icon
62
Amphenol
APH
$170B
$1.48M 0.12%
11,945
+11,446
HLI icon
63
Houlihan Lokey
HLI
$12.4B
$1.43M 0.12%
6,960
+6,744
ACN icon
64
Accenture
ACN
$169B
$1.25M 0.11%
+5,062
AVUS icon
65
Avantis US Equity ETF
AVUS
$10.3B
$1.24M 0.1%
+11,416
VIG icon
66
Vanguard Dividend Appreciation ETF
VIG
$101B
$1.21M 0.1%
5,599
+3,730
HACK icon
67
Amplify Cybersecurity ETF
HACK
$2.22B
$1.06M 0.09%
+12,158
TSM icon
68
TSMC
TSM
$1.53T
$1.01M 0.09%
+3,633
SPGM icon
69
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.31B
$957K 0.08%
12,774
+11,362
COF icon
70
Capital One
COF
$144B
$785K 0.07%
+3,695
WMT icon
71
Walmart
WMT
$912B
$739K 0.06%
+7,167
IVV icon
72
iShares Core S&P 500 ETF
IVV
$733B
$705K 0.06%
+1,053
KO icon
73
Coca-Cola
KO
$305B
$681K 0.06%
10,268
+7,063
NOBL icon
74
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.3B
$680K 0.06%
6,599
+6,571
PLTR icon
75
Palantir
PLTR
$420B
$632K 0.05%
+3,463
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3
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