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
$335M
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$3.11M
3
+$2.92M
4
AMZN icon
Amazon
AMZN
+$2.68M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.15M

Top Sells

1
+$1.46M
2
+$214K
3
+$204K
4
UNP icon
Union Pacific
UNP
+$203K
5
ELV icon
Elevance Health
ELV
+$203K

Sector Composition

1 Technology 9.78%
2 Communication Services 6.81%
3 Consumer Staples 5.96%
4 Financials 4.61%
5 Consumer Discretionary 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$219K 0.07%
831
-126
77
$218K 0.07%
7,962
+3
78
$209K 0.06%
+640
79
$202K 0.06%
+699
80
$201K 0.06%
873
-47
81
$179K 0.05%
70,625
+6,393
82
$148K 0.04%
18,837
+2,256
83
$141K 0.04%
71
84
$108K 0.03%
1,535
+448
85
$87K 0.03%
2,643
+790
86
$86K 0.03%
2,619
+1,014
87
$79K 0.02%
2,696
+1,075
88
$1K ﹤0.01%
+500
89
– –
-945
90
– –
-1,207
91
– –
-2,717
92
$0 ﹤0.01%
4
93
– –
-922
94
– –
-531
1 2 3
4