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
$539M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$5.06M
3
+$4.09M
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$4.08M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.7M

Top Sells

1
+$46.1M
2
+$13.2M
3
+$8.63M
4
DD icon
DuPont de Nemours
DD
+$3M
5
T icon
AT&T
T
+$2.58M

Sector Composition

1 Technology 11.89%
2 Consumer Staples 6.67%
3 Communication Services 5.63%
4 Financials 5.33%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$557K 0.1%
2,870
+211
77
$535K 0.1%
6,599
+672
78
$445K 0.08%
7,138
-3,934
79
$440K 0.08%
+1,763
80
$439K 0.08%
17,021
-3,020
81
$438K 0.08%
5,711
+1,350
82
$425K 0.08%
8,836
+1,368
83
$418K 0.08%
+2,755
84
$393K 0.07%
10,368
+2,075
85
$365K 0.07%
5,003
86
$356K 0.07%
1,272
+390
87
$345K 0.06%
3,573
-1,892
88
$344K 0.06%
+2,490
89
– –
0
90
$336K 0.06%
21,082
-3,221
91
$331K 0.06%
6,729
-489
92
$318K 0.06%
9,033
93
$314K 0.06%
3,575
+346
94
$305K 0.06%
+4,259
95
$303K 0.06%
4,780
+37
96
– –
-2,842
97
$297K 0.06%
+5,945
98
$291K 0.05%
616
+24
99
$283K 0.05%
2,525
+13
100
$265K 0.05%
1,914
2 3
4
5 6