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
$665M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$2.34M
3
+$2.14M
4
MSFT icon
Microsoft
MSFT
+$1.63M
5
V icon
Visa
V
+$1.59M

Top Sells

1
+$1.12M
2
+$1.09M
3
+$1.02M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$611K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$453K

Sector Composition

1 Technology 16.69%
2 Consumer Staples 8.69%
3 Financials 7.08%
4 Communication Services 6.7%
5 Consumer Discretionary 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.97M 0.3%
32,825
-2,017
52
$1.71M 0.26%
52,244
-415
53
$1.6M 0.24%
128,789
+1
54
$1.6M 0.24%
3,309
+134
55
$1.59M 0.24%
17,849
-752
56
$1.26M 0.19%
42,110
+234
57
$1.2M 0.18%
+47,630
58
$949K 0.14%
2,661
+312
59
$925K 0.14%
3,721
+1,325
60
$918K 0.14%
9,457
+4,364
61
$790K 0.12%
5,097
+1,822
62
$750K 0.11%
2,531
+317
63
$695K 0.1%
6,379
+613
64
$674K 0.1%
12,630
+1,153
65
$673K 0.1%
1,484
-921
66
$659K 0.1%
11,464
67
$658K 0.1%
13,431
+1,169
68
$642K 0.1%
21,320
69
$637K 0.1%
+3,753
70
$616K 0.09%
+1,169
71
$611K 0.09%
9,929
+5
72
$584K 0.09%
3,674
73
$579K 0.09%
11,010
+2,955
74
$575K 0.09%
+1,401
75
$573K 0.09%
982
-1,927
1 2
3
4 5