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
$133M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$2.61M
3
+$1.43M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.35M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.07M

Top Sells

1
+$148K
2
+$58K
3
+$1K

Sector Composition

1 Technology 9.64%
2 Consumer Discretionary 8.53%
3 Communication Services 8.1%
4 Consumer Staples 5.21%
5 Financials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$671K 0.5%
24,366
+3,713
52
$603K 0.45%
5,188
+589
53
$558K 0.42%
8,763
+897
54
$514K 0.39%
10,573
+390
55
$510K 0.38%
4,580
+484
56
$473K 0.36%
1,520
+138
57
$462K 0.35%
2,169
+18
58
$459K 0.35%
2,283
+265
59
$459K 0.35%
918
+73
60
$440K 0.33%
1,064
+3
61
$406K 0.31%
6,273
+1,638
62
$386K 0.29%
+2,884
63
$364K 0.27%
+5,617
64
$356K 0.27%
4,032
+97
65
$352K 0.26%
23,174
+6,244
66
$345K 0.26%
5,864
+42
67
$339K 0.26%
+2,034
68
$324K 0.24%
3,661
+178
69
$309K 0.23%
+2,160
70
$291K 0.22%
3,326
+193
71
$258K 0.19%
5,927
+466
72
$251K 0.19%
2,307
+31
73
$251K 0.19%
+147
74
$248K 0.19%
645
+64
75
$231K 0.17%
+785
1 2
3
4