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
$791M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$51.7M
2
+$50.1M
3
+$42.7M
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$40.1M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$31.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.07%
2 Consumer Staples 7.63%
3 Financials 7.25%
4 Consumer Discretionary 6.95%
5 Healthcare 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$848K 0.11%
+928
77
$837K 0.11%
+13,119
78
$818K 0.1%
+5,729
79
$794K 0.1%
+1,657
80
$793K 0.1%
+6,197
81
$746K 0.09%
+21,320
82
$704K 0.09%
+37,037
83
$691K 0.09%
+1,259
84
$683K 0.09%
+11,464
85
$672K 0.08%
+1,783
86
$659K 0.08%
+9,773
87
$634K 0.08%
+1,054
88
$580K 0.07%
+2,819
89
$520K 0.07%
+2,164
90
$520K 0.07%
+2,079
91
$500K 0.06%
+6,486
92
$496K 0.06%
+3,674
93
$446K 0.06%
+21,082
94
$440K 0.06%
+878
95
$413K 0.05%
+1,227
96
$383K 0.05%
+5,358
97
$371K 0.05%
+7,501
98
$357K 0.05%
+22,606
99
$356K 0.05%
+50,185
100
$348K 0.04%
+4,041
2 3
4
5 6