SWIG

Strategic Wealth Investment Group Portfolio holdings

AUM $814M
1-Year Est. Return 17.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$69.1M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$582K
2
+$378K
3
+$329K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$322K
5
BCUS
Bancreek US Large Cap ETF
BCUS
+$304K

Top Sells

1
+$38.3K
2
+$17K

Sector Composition

1 Technology 17.89%
2 Financials 9.63%
3 Healthcare 7.28%
4 Communication Services 5.53%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$180K 0.26%
+1,306
52
$176K 0.25%
+3,700
53
$171K 0.25%
+2,986
54
$166K 0.24%
+4,053
55
$138K 0.2%
+315
56
$135K 0.19%
+2,063
57
$121K 0.17%
+900
58
$97.4K 0.14%
+1,412
59
$86.8K 0.13%
+1,179
60
$81.9K 0.12%
+420
61
$80.3K 0.12%
+595
62
$79.1K 0.11%
+278
63
$60.5K 0.09%
+455
64
$49.3K 0.07%
+499
65
$38.9K 0.06%
+216
66
$37.9K 0.05%
+1,556
67
$36.9K 0.05%
+515
68
$36.5K 0.05%
+750
69
$35.8K 0.05%
+62
70
$32.7K 0.05%
+108
71
$31.8K 0.05%
+2,359
72
$31.7K 0.05%
+103
73
$29.2K 0.04%
+300
74
$29K 0.04%
+453
75
$26.5K 0.04%
+160
1 2
3
4 5