SWIG
Strategic Wealth Investment Group Portfolio holdings
AUM
$69.1M
This Quarter Return
+11.34%
1 Year Return
+16.46%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$171M
AUM Growth
+$171M
(+28%)
Cap. Flow
+$23.6M
Cap. Flow
% of AUM
13.83%
Top 10 Holdings %
Top 10 Hldgs %
56.16%
Holding
92
New
6
Increased
50
Reduced
25
Closed
11
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$9.95M |
| 2 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$5.64M |
| 3 |
Invesco QQQ Trust
QQQ
|
$1.71M |
| 4 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$1.45M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.35M |
Top Sells
Sector Composition
| 1 | Technology | 8.89% |
| 2 | Communication Services | 6.5% |
| 3 | Consumer Discretionary | 6.3% |
| 4 | Consumer Staples | 5.01% |
| 5 | Financials | 3.48% |
