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
$539M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$5.06M
3
+$4.09M
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$4.08M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.7M

Top Sells

1
+$46.1M
2
+$13.2M
3
+$8.63M
4
DD icon
DuPont de Nemours
DD
+$3M
5
T icon
AT&T
T
+$2.58M

Sector Composition

1 Technology 11.89%
2 Consumer Staples 6.67%
3 Communication Services 5.63%
4 Financials 5.33%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.75M 0.32%
33,152
+2,857
52
$1.44M 0.27%
35,815
+23,789
53
$1.4M 0.26%
4,549
+2,125
54
$1.35M 0.25%
4,586
+2,556
55
$1.33M 0.25%
44,378
+4,177
56
$1.25M 0.23%
2,639
+2,064
57
$1.22M 0.23%
3,546
-152
58
$1.18M 0.22%
4,614
+3,129
59
$1.16M 0.22%
3,020
+493
60
$1.1M 0.2%
+128,788
61
$1.08M 0.2%
14,233
+9,499
62
$1.07M 0.2%
18,553
+11,710
63
$1.06M 0.2%
8,683
+5,548
64
$1.01M 0.19%
21,022
+11,250
65
$973K 0.18%
95,862
+64,635
66
$971K 0.18%
27,817
+18,960
67
$866K 0.16%
11,149
+763
68
$793K 0.15%
9,718
+757
69
$686K 0.13%
35,430
+3,693
70
$669K 0.12%
9,903
+914
71
– –
-11,464
72
$628K 0.12%
3,025
-125
73
$626K 0.12%
21,320
-158
74
$593K 0.11%
3,674
-18
75
$576K 0.11%
3,612
+188
1 2
3
4 5