We are live on ! Find out more
SWIG

Strategic Wealth Investment Group Portfolio holdings

AUM $788M
1-Year Est. Return 14.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
+$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$93.5M
2
+$53.6M
3
+$50.2M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$43.9M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$42.9M

Top Sells

1
+$166K
2
+$80.3K
3
+$37.9K
4
CBZ icon
CBIZ
CBZ
+$36.9K
5
CRSP icon
CRISPR Therapeutics
CRSP
+$36.5K

Sector Composition

1 Technology 17.07%
2 Financials 10.02%
3 Healthcare 8.25%
4 Consumer Discretionary 5.32%
5 Communication Services 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.14M 0.26%
+28,173
52
$3.06M 0.26%
35,432
+32,780
53
$2.98M 0.25%
44,428
+41,442
54
$2.89M 0.24%
46,091
+42,996
55
$2.88M 0.24%
8,790
+8,682
56
$2.6M 0.22%
35,362
+34,183
57
$2.55M 0.22%
12,470
+12,050
58
$2.32M 0.2%
32,296
+30,233
59
$2.03M 0.17%
4,556
+3,837
60
$2M 0.17%
25,056
+23,166
61
$1.7M 0.14%
38,368
+34,668
62
$1.48M 0.12%
11,945
+11,446
63
$1.43M 0.12%
6,960
+6,744
64
$1.25M 0.11%
+5,062
65
$1.24M 0.1%
+11,416
66
$1.21M 0.1%
5,599
+3,730
67
$1.06M 0.09%
+12,158
68
$1.01M 0.09%
+3,633
69
$957K 0.08%
12,774
+11,362
70
$785K 0.07%
+3,695
71
$739K 0.06%
+7,167
72
$705K 0.06%
+1,053
73
$681K 0.06%
10,268
+7,063
74
$680K 0.06%
13,198
+13,142
75
$632K 0.05%
+3,463
1 2
3
4 5