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
$335M
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$3.11M
3
+$2.92M
4
AMZN icon
Amazon
AMZN
+$2.68M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.15M

Top Sells

1
+$1.46M
2
+$214K
3
+$204K
4
UNP icon
Union Pacific
UNP
+$203K
5
ELV icon
Elevance Health
ELV
+$203K

Sector Composition

1 Technology 9.78%
2 Communication Services 6.81%
3 Consumer Staples 5.96%
4 Financials 4.61%
5 Consumer Discretionary 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$934K 0.28%
2,322
+514
52
$913K 0.27%
5,008
+232
53
$854K 0.26%
3,127
+637
54
$838K 0.25%
8,138
+1,202
55
$726K 0.22%
+4,913
56
$605K 0.18%
7,560
+1,711
57
$604K 0.18%
3,674
58
$571K 0.17%
1,467
+2
59
$547K 0.16%
1,090
+289
60
$527K 0.16%
+14,491
61
$450K 0.13%
5,321
-358
62
$402K 0.12%
5,000
63
$378K 0.11%
3,517
+6
64
$353K 0.11%
1,350
-525
65
$315K 0.09%
3,221
-1,004
66
$312K 0.09%
2,400
+16
67
$308K 0.09%
17,802
+252
68
$302K 0.09%
1,914
69
$294K 0.09%
2,488
-172
70
$294K 0.09%
679
+100
71
$294K 0.09%
4,673
+22
72
$290K 0.09%
7,269
+13
73
$263K 0.08%
4,483
+25
74
$244K 0.07%
5,617
-16
75
$239K 0.07%
9,291
+96
1 2
3
4