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
$208M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$6.41M
3
+$2.39M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.31M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.68M

Top Sells

1
+$1.92M
2
+$1.24M
3
+$1.22M
4
MAR icon
Marriott International
MAR
+$1.04M
5
JETS icon
US Global Jets ETF
JETS
+$1.01M

Sector Composition

1 Technology 8.51%
2 Communication Services 6.92%
3 Consumer Staples 5.39%
4 Financials 4.17%
5 Consumer Discretionary 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$60K 0.03%
1,333
+183
77
$55K 0.03%
1,339
+14
78
$19K 0.01%
+250
79
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-2,250
80
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-22,703
81
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-45,007
82
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-15,046
83
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-7,886
84
– –
-39,207
85
– –
-2,826
86
– –
-42,903
87
– –
-3,241
1 2 3
4