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
$933M
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$26.2M
3
+$22.4M
4
BCUS
Bancreek US Large Cap ETF
BCUS
+$20.8M
5
AVGO icon
Broadcom
AVGO
+$17.8M

Top Sells

1
+$20.6M
2
+$18.9M
3
+$16.5M
4
AAPL icon
Apple
AAPL
+$11.2M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$10.7M

Sector Composition

1 Technology 17.2%
2 Financials 8.02%
3 Healthcare 7.67%
4 Consumer Staples 5.53%
5 Communication Services 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.02M 0.11%
712
+18
77
$965K 0.1%
+23,281
78
$960K 0.1%
61,993
-373,232
79
$954K 0.1%
8,647
+4,606
80
$944K 0.1%
17,899
-102,877
81
$811K 0.09%
1,612
-11,784
82
$805K 0.09%
22,880
-186,299
83
$783K 0.08%
6,525
-1,648
84
$775K 0.08%
11,464
85
$767K 0.08%
9,440
-333
86
$755K 0.08%
853
-75
87
$741K 0.08%
21,320
88
$660K 0.07%
1,332
+278
89
$651K 0.07%
5,904
+175
90
$629K 0.07%
+3,195
91
$615K 0.07%
2,030
-49
92
$607K 0.07%
1,327
-1,207
93
$582K 0.06%
6,465
-21
94
$567K 0.06%
+8,821
95
$510K 0.05%
893
-2,971
96
$500K 0.05%
957
+79
97
$482K 0.05%
1,177
-50
98
$422K 0.05%
21,175
+93
99
$421K 0.05%
1,603
-561
100
$405K 0.04%
9,483
-32,087
2 3
4
5 6