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
$61.4M
AUM Growth
-$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$8.76M
2
+$551K
3
+$522K
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$469K
5
AMZN icon
Amazon
AMZN
+$388K

Top Sells

1
+$12M
2
+$6.1M
3
+$6.01M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.57M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$3.6M

Sector Composition

1 Technology 11.7%
2 Communication Services 10.85%
3 Consumer Staples 7.54%
4 Consumer Discretionary 6.45%
5 Financials 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-3,156
52
– –
-9,599
53
– –
-2,388
54
– –
-2,049
55
– –
-2,661
56
– –
-6,972
57
– –
-19,635
58
– –
-2,084
59
– –
-35,495
1 2
3