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
$133M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$2.61M
3
+$1.43M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.35M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.07M

Top Sells

1
+$148K
2
+$58K
3
+$1K

Sector Composition

1 Technology 9.64%
2 Consumer Discretionary 8.53%
3 Communication Services 8.1%
4 Consumer Staples 5.21%
5 Financials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$231K 0.17%
9,316
+411
77
$219K 0.16%
+5,816
78
$208K 0.16%
2,222
+4
79
$203K 0.15%
+2,598
80
$131K 0.1%
4,228
81
$73K 0.05%
1,022
+119
82
$65K 0.05%
69,874
+10,277
83
$64K 0.05%
15,775
+2,588
84
$49K 0.04%
1,004
+161
85
$46K 0.03%
1,630
+289
86
$27K 0.02%
960
+245
87
– –
-3,849
88
– –
-240
89
– –
-11,460
1 2 3
4