SWIG

Strategic Wealth Investment Group Portfolio holdings

AUM $69.1M
This Quarter Return
+9.47%
1 Year Return
+16.46%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$69.1M
AUM Growth
+$69.1M
Cap. Flow
+$8.38M
Cap. Flow %
12.14%
Top 10 Hldgs %
47.58%
Holding
160
New
104
Increased
44
Reduced
2
Closed
–

Top Buys

1
ORLY icon
O'Reilly Automotive
ORLY
$798K
2
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$583K
3
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$382K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
$349K
5
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
$333K

Top Sells

1
BA icon
Boeing
BA
$42.5K
2
IBM icon
IBM
IBM
$19.5K

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 Shares
Change % 		Capital Flow
NVDL icon
101
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$4.31B
$6.34K 0.01%
+90
New +$6.34K
VTWO icon
102
Vanguard Russell 2000 ETF
VTWO
$12.6B
$4.71K 0.01%
+54
New +$4.71K
AMGN icon
103
Amgen
AMGN
$155B
$4.47K 0.01%
+16
New +$4.47K
MDT icon
104
Medtronic
MDT
$119B
$4.36K 0.01%
+50
New +$4.36K
SMH icon
105
VanEck Semiconductor ETF
SMH
$27B
$4.18K 0.01%
+15
New +$4.18K
VWO icon
106
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$4.11K 0.01%
+83
New +$4.11K
IAU icon
107
iShares Gold Trust
IAU
$50.6B
$4.05K 0.01%
+65
New +$4.05K
LLYX
108
Defiance Daily Target 2x Long LLY ETF
LLYX
$99.5M
$3.5K 0.01%
+221
New +$3.5K
BIDU icon
109
Baidu
BIDU
$32.8B
$3.43K 0.01%
+40
New +$3.43K
FAS icon
110
Direxion Daily Financial Bull 3x Shares
FAS
$2.74B
$3.37K ﹤0.01%
+20
New +$3.37K
AORT icon
111
Artivion
AORT
$2.07B
$3.11K ﹤0.01%
+100
New +$3.11K
UPS icon
112
United Parcel Service
UPS
$74.1B
$2.93K ﹤0.01%
+29
New +$2.93K
MRK icon
113
Merck
MRK
$210B
$2.85K ﹤0.01%
+36
New +$2.85K
NOBL icon
114
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
$2.8K ﹤0.01%
+28
New +$2.8K
VONG icon
115
Vanguard Russell 1000 Growth ETF
VONG
$30.9B
$2.74K ﹤0.01%
+25
New +$2.74K
DIS icon
116
Walt Disney
DIS
$213B
$2.73K ﹤0.01%
+22
New +$2.73K
ALB icon
117
Albemarle
ALB
$9.99B
$2.63K ﹤0.01%
+42
New +$2.63K
SHY icon
118
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$2.32K ﹤0.01%
+28
New +$2.32K
VFH icon
119
Vanguard Financials ETF
VFH
$13B
$2.29K ﹤0.01%
+18
New +$2.29K
SCHD icon
120
Schwab US Dividend Equity ETF
SCHD
$72.5B
$2.25K ﹤0.01%
+85
New +$2.25K
IDV icon
121
iShares International Select Dividend ETF
IDV
$5.77B
$2.17K ﹤0.01%
+63
New +$2.17K
MUB icon
122
iShares National Muni Bond ETF
MUB
$38.6B
$1.99K ﹤0.01%
+19
New +$1.99K
TQQQ icon
123
ProShares UltraPro QQQ
TQQQ
$26B
$1.91K ﹤0.01%
+23
New +$1.91K
KHC icon
124
Kraft Heinz
KHC
$33.1B
$1.89K ﹤0.01%
+73
New +$1.89K
VICI icon
125
VICI Properties
VICI
$36B
$1.83K ﹤0.01%
+56
New +$1.83K
3 4
5
6 7