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
$69.1M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Sells

1 +$42.5K
2 +$19.5K

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
TXN icon
76
Texas Instruments
TXN
$161B
$25.1K 0.04%
+121
FDN icon
77
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.57B
$24K 0.03%
+89
IQV icon
78
IQVIA
IQV
$34.8B
$22.5K 0.03%
+143
MDLZ icon
79
Mondelez International
MDLZ
$80.8B
$17.7K 0.03%
+262
UNH icon
80
UnitedHealth
UNH
$323B
$16.8K 0.02%
+54
TAN icon
81
Invesco Solar ETF
TAN
$816M
$15.1K 0.02%
+441
VOO icon
82
Vanguard S&P 500 ETF
VOO
$757B
$14.8K 0.02%
+26
IUSV icon
83
iShares Core S&P US Value ETF
IUSV
$22.4B
$14.3K 0.02%
+151
VYM icon
84
Vanguard High Dividend Yield ETF
VYM
$64.9B
$13.7K 0.02%
+103
EMR icon
85
Emerson Electric
EMR
$72.8B
$13.3K 0.02%
+100
IUSG icon
86
iShares Core S&P US Growth ETF
IUSG
$25.5B
$13.2K 0.02%
+88
PGR icon
87
Progressive
PGR
$132B
$11.7K 0.02%
+44
PDBC icon
88
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.4B
$11.7K 0.02%
+894
CVS icon
89
CVS Health
CVS
$105B
$11.5K 0.02%
+166
AMD icon
90
Advanced Micro Devices
AMD
$378B
$11.2K 0.02%
+79
LMT icon
91
Lockheed Martin
LMT
$116B
$11.1K 0.02%
+24
CCEP icon
92
Coca-Cola Europacific Partners
CCEP
$41B
$9.64K 0.01%
+104
STE icon
93
Steris
STE
$23.7B
$9.13K 0.01%
+38
PLSE icon
94
Pulse Biosciences
PLSE
$1.18B
$9.05K 0.01%
+600
VZ icon
95
Verizon
VZ
$171B
$8.31K 0.01%
+192
VEA icon
96
Vanguard FTSE Developed Markets ETF
VEA
$178B
$6.9K 0.01%
+121
XEL icon
97
Xcel Energy
XEL
$48B
$6.81K 0.01%
+100
MO icon
98
Altria Group
MO
$109B
$6.74K 0.01%
+115
CSX icon
99
CSX Corp
CSX
$68.2B
$6.72K 0.01%
+206
AGG icon
100
iShares Core US Aggregate Bond ETF
AGG
$133B
$6.35K 0.01%
+64