SWIG

Strategic Wealth Investment Group Portfolio holdings

AUM $814M
1-Year Est. Return 17.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.4M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.9M
3
+$6.16M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.83M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$4.21M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.37%
2 Communication Services 8.02%
3 Consumer Staples 4.93%
4 Financials 4.35%
5 Consumer Discretionary 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$228K 0.24%
+1,005
52
$220K 0.23%
+1,522
53
$203K 0.21%
+2,388
54
$96K 0.1%
+17,295
55
$32K 0.03%
+362
56
$1K ﹤0.01%
+240
1 2
3