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
$419M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$3.44M
3
+$2.74M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.38M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$1.75M

Top Sells

1
+$292K
2
+$247K
3
+$244K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$231K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$212K

Sector Composition

1 Technology 10.24%
2 Consumer Staples 7.31%
3 Communication Services 5.76%
4 Financials 4.61%
5 Consumer Discretionary 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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102
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103
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-4
104
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-4,181
105
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-1,104
106
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-11,868
107
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-650
108
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-3,342
1 2 3 4
5