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
$905M
AUM Growth
-$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$1.21M
3
+$979K
4
GGLL icon
Direxion Daily GOOGL Bull 2X Shares
GGLL
+$655K
5
DUK icon
Duke Energy
DUK
+$537K

Top Sells

1
+$7.52M
2
+$6.97M
3
+$2.97M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.98M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.8M

Sector Composition

1 Technology 19.27%
2 Financials 9.26%
3 Healthcare 6.82%
4 Communication Services 5.45%
5 Consumer Discretionary 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$873K 0.1%
9,665
+225
77
$809K 0.09%
9,393
-2,087
78
$795K 0.09%
9,428
+781
79
$776K 0.09%
13,103
-4,796
80
$770K 0.09%
9,077
-443
81
$751K 0.08%
3,833
+638
82
$728K 0.08%
11,503
+2,682
83
$696K 0.08%
21,320
84
$663K 0.07%
47,874
-14,119
85
$659K 0.07%
6,125
-400
86
$655K 0.07%
+14,329
87
$647K 0.07%
1,427
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88
$631K 0.07%
11,452
-12
89
$611K 0.07%
21,882
-1,399
90
$590K 0.07%
1,216
-116
91
$588K 0.07%
1,323
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92
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2,006
-24
93
$544K 0.06%
875
-18
94
$521K 0.06%
+18,681
95
$516K 0.06%
6,465
96
$511K 0.06%
16,635
-6,245
97
$494K 0.05%
1,269
+92
98
$448K 0.05%
+5,979
99
$429K 0.05%
100,000
100
$422K 0.05%
1,596
-7
2 3
4
5 6