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
$552M
AUM Growth
-$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.81M
3
+$1.44M
4
KHC icon
Kraft Heinz
KHC
+$1.24M
5
TSN icon
Tyson Foods
TSN
+$1.2M

Top Sells

1
+$2.82M
2
+$2.52M
3
+$1.37M
4
ARKK icon
ARK Innovation ETF
ARKK
+$1.13M
5
JPM icon
JPMorgan Chase
JPM
+$759K

Sector Composition

1 Technology 15.57%
2 Consumer Staples 8.48%
3 Communication Services 6.74%
4 Financials 6.41%
5 Consumer Discretionary 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.56M 0.28%
2,909
-40
52
$1.47M 0.27%
52,659
-650
53
$1.36M 0.25%
18,601
-344
54
$1.32M 0.24%
3,175
-24
55
$1.19M 0.22%
20,302
-593
56
$1.09M 0.2%
11,436
-542
57
$1M 0.18%
13,382
-717
58
$984K 0.18%
2,405
-25
59
$835K 0.15%
41,876
-590
60
$823K 0.15%
2,349
+98
61
$784K 0.14%
1,826
+610
62
$658K 0.12%
9,924
+26
63
$619K 0.11%
128,788
64
$600K 0.11%
2,396
-2,131
65
$594K 0.11%
11,477
+92
66
$594K 0.11%
5,766
-176
67
$583K 0.11%
2,214
-38
68
$571K 0.1%
11,464
69
$548K 0.1%
21,320
70
$507K 0.09%
6,466
+88
71
$500K 0.09%
3,205
+37
72
$488K 0.09%
3,275
-1,590
73
$486K 0.09%
3,674
-21
74
$450K 0.08%
5,093
+2,613
75
$441K 0.08%
12,262
+419
1 2
3
4 5