SWIG

Strategic Wealth Investment Group Portfolio holdings

AUM $814M
1-Year Est. Return 17.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$69.1M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$582K
2
+$378K
3
+$329K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$322K
5
BCUS
Bancreek US Large Cap ETF
BCUS
+$304K

Top Sells

1
+$38.3K
2
+$17K

Sector Composition

1 Technology 17.89%
2 Financials 9.63%
3 Healthcare 7.28%
4 Communication Services 5.53%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$25.1K 0.04%
+121
77
$24K 0.03%
+89
78
$22.5K 0.03%
+143
79
$17.7K 0.03%
+262
80
$16.8K 0.02%
+54
81
$15.1K 0.02%
+441
82
$14.8K 0.02%
+26
83
$14.3K 0.02%
+151
84
$13.7K 0.02%
+103
85
$13.3K 0.02%
+100
86
$13.2K 0.02%
+88
87
$11.7K 0.02%
+44
88
$11.7K 0.02%
+894
89
$11.5K 0.02%
+166
90
$11.2K 0.02%
+79
91
$11.1K 0.02%
+24
92
$9.64K 0.01%
+104
93
$9.13K 0.01%
+38
94
$9.05K 0.01%
+600
95
$8.31K 0.01%
+192
96
$6.9K 0.01%
+121
97
$6.81K 0.01%
+100
98
$6.74K 0.01%
+115
99
$6.72K 0.01%
+206
100
$6.35K 0.01%
+64
2 3
4
5 6