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
$102M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$5.56M
3
+$3.84M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.72M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$3.57M

Top Sells

1
+$8.76M
2
+$1.89M
3
+$1.01M
4
T icon
AT&T
T
+$947K
5
IBM icon
IBM
IBM
+$898K

Sector Composition

1 Technology 9.75%
2 Communication Services 8.49%
3 Consumer Discretionary 7.73%
4 Consumer Staples 5.4%
5 Financials 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$58K 0.06%
+3,849
77
$58K 0.06%
+843
78
$52K 0.05%
+59,597
79
$45K 0.04%
+1,341
80
$33K 0.03%
+715
81
$1K ﹤0.01%
240
82
– –
-168,141
83
– –
-10,447
84
– –
-3,824
85
– –
-79,126
1 2 3
4