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
$933M
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$26.2M
3
+$22.4M
4
BCUS
Bancreek US Large Cap ETF
BCUS
+$20.8M
5
AVGO icon
Broadcom
AVGO
+$17.8M

Top Sells

1
+$20.6M
2
+$18.9M
3
+$16.5M
4
AAPL icon
Apple
AAPL
+$11.2M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$10.7M

Sector Composition

1 Technology 17.2%
2 Financials 8.02%
3 Healthcare 7.67%
4 Consumer Staples 5.53%
5 Communication Services 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.37M 0.47%
32,776
+30,603
52
$3.66M 0.39%
73,088
-1,912
53
$3.03M 0.32%
40,203
-56,000
54
$2.99M 0.32%
14,195
-23,954
55
$2.95M 0.32%
50,181
-349,620
56
$2.89M 0.31%
28,541
-186,589
57
$2.63M 0.28%
23,020
-15,797
58
$2.33M 0.25%
50,413
+9,243
59
$2.17M 0.23%
36,052
-1,166
60
$2.17M 0.23%
59,375
+2,427
61
$2.05M 0.22%
61,423
+4,825
62
$1.52M 0.16%
2,147
-59
63
$1.42M 0.15%
12,798
-87,461
64
$1.39M 0.15%
5,393
-38
65
$1.37M 0.15%
12,825
-100,586
66
$1.34M 0.14%
3,539
+1,756
67
$1.29M 0.14%
8,103
+62
68
$1.28M 0.14%
17,791
-92,381
69
$1.13M 0.12%
12,984
+1,520
70
$1.12M 0.12%
3,752
+1,082
71
$1.12M 0.12%
11,869
-57,586
72
$1.1M 0.12%
4,667
+275
73
$1.09M 0.12%
1,888
+231
74
$1.08M 0.12%
+11,480
75
$1.07M 0.12%
+9,520
1 2
3
4 5