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
$102M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$5.56M
3
+$3.84M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.72M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$3.57M

Top Sells

1
+$8.76M
2
+$1.89M
3
+$1.01M
4
T icon
AT&T
T
+$947K
5
IBM icon
IBM
IBM
+$898K

Sector Composition

1 Technology 9.75%
2 Communication Services 8.49%
3 Consumer Discretionary 7.73%
4 Consumer Staples 5.4%
5 Financials 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$492K 0.48%
+25,594
52
$480K 0.47%
+5,750
53
$459K 0.45%
+4,096
54
$453K 0.44%
10,183
-16,116
55
$411K 0.4%
1,061
-5
56
$410K 0.4%
+7,866
57
$399K 0.39%
+2,018
58
$385K 0.38%
845
-424
59
$385K 0.38%
+1,382
60
$384K 0.38%
2,151
-589
61
$348K 0.34%
3,935
+422
62
$336K 0.33%
5,822
-290
63
$308K 0.3%
3,133
-141
64
$278K 0.27%
+16,930
65
$278K 0.27%
3,483
-64
66
$233K 0.23%
+4,635
67
$229K 0.22%
5,461
-10,498
68
$209K 0.2%
+8,905
69
$208K 0.2%
+2,276
70
$207K 0.2%
2,218
-284
71
$190K 0.19%
+581
72
$148K 0.15%
+11,460
73
$144K 0.14%
4,228
-114
74
$114K 0.11%
+903
75
$60K 0.06%
+13,187
1 2
3
4