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
$665M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$2.34M
3
+$2.14M
4
MSFT icon
Microsoft
MSFT
+$1.63M
5
V icon
Visa
V
+$1.59M

Top Sells

1
+$1.12M
2
+$1.09M
3
+$1.02M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$611K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$453K

Sector Composition

1 Technology 16.69%
2 Consumer Staples 8.69%
3 Financials 7.08%
4 Communication Services 6.7%
5 Consumer Discretionary 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$562K 0.08%
+7,761
77
$557K 0.08%
1,166
-660
78
$538K 0.08%
+1,232
79
$534K 0.08%
6,482
+16
80
$521K 0.08%
+2,254
81
$520K 0.08%
+2,742
82
$503K 0.08%
+947
83
$495K 0.07%
+7,446
84
$481K 0.07%
+16,703
85
$466K 0.07%
4,657
+2,156
86
$464K 0.07%
1,340
+204
87
$464K 0.07%
5,003
88
$451K 0.07%
+5,553
89
$440K 0.07%
+5,605
90
$414K 0.06%
2,217
+159
91
$400K 0.06%
2,542
-663
92
$382K 0.06%
3,420
+120
93
$371K 0.06%
2,490
+294
94
$358K 0.05%
21,082
95
$356K 0.05%
3,237
-33
96
$348K 0.05%
+10,907
97
$339K 0.05%
9,033
98
$334K 0.05%
13,042
-97
99
$332K 0.05%
+1,153
100
$326K 0.05%
5,206
-822
2 3
4
5 6