SWIG
Strategic Wealth Investment Group Portfolio holdings
AUM
$69.1M
1-Year Return
16.46%
This Quarter Return
-11.47%
1 Year Return
+16.46%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$399M
AUM Growth
-$20.1M
(-4.8%)
Cap. Flow
-$35.5M
Cap. Flow
% of AUM
-8.9%
Top 10 Holdings %
Top 10 Hldgs %
43.07%
Holding
149
New
25
Increased
34
Reduced
54
Closed
9
Top Buys
| 1 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$9.83M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$4.39M |
| 3 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$3.5M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$2.11M |
| 5 |
Vanguard Value ETF
VTV
|
$1.8M |
Top Sells
| 1 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$24.7M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$17.7M |
| 3 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$3.94M |
| 4 |
Arbor Realty Trust
ABR
|
$2.11M |
| 5 |
AT&T
T
|
$2.02M |
Sector Composition
| 1 | Technology | 8.93% |
| 2 | Consumer Staples | 6.43% |
| 3 | Communication Services | 4.44% |
| 4 | Financials | 4.16% |
| 5 | Consumer Discretionary | 2.93% |
