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SWIG

Strategic Wealth Investment Group Portfolio holdings

AUM $788M
1-Year Est. Return 14.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
+$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$93.5M
2
+$53.6M
3
+$50.2M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$43.9M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$42.9M

Top Sells

1
+$166K
2
+$80.3K
3
+$37.9K
4
CBZ icon
CBIZ
CBZ
+$36.9K
5
CRSP icon
CRISPR Therapeutics
CRSP
+$36.5K

Sector Composition

1 Technology 17.07%
2 Financials 10.02%
3 Healthcare 8.25%
4 Consumer Discretionary 5.32%
5 Communication Services 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$631K 0.05%
+1,256
77
$628K 0.05%
+2,065
78
$594K 0.05%
+21,796
79
$577K 0.05%
+11,452
80
$564K 0.05%
921
+895
81
$562K 0.05%
2,273
+2,235
82
$561K 0.05%
4,895
+4,873
83
$541K 0.05%
+5,792
84
$514K 0.04%
+7,000
85
$491K 0.04%
+1,211
86
$464K 0.04%
1,580
+1,302
87
$464K 0.04%
6,812
+6,359
88
$409K 0.03%
+2,191
89
$401K 0.03%
+11,314
90
$398K 0.03%
+6,769
91
$379K 0.03%
+4,394
92
$373K 0.03%
2,645
+2,542
93
$371K 0.03%
+1,771
94
$365K 0.03%
6,584
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95
$361K 0.03%
+8,441
96
$339K 0.03%
+2,856
97
$336K 0.03%
+9,033
98
$335K 0.03%
+2,500
99
$321K 0.03%
+1,833
100
$320K 0.03%
2,260
+1,805
2 3
4
5 6