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
$539M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$5.06M
3
+$4.09M
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$4.08M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.7M

Top Sells

1
+$46.1M
2
+$13.2M
3
+$8.63M
4
DD icon
DuPont de Nemours
DD
+$3M
5
T icon
AT&T
T
+$2.58M

Sector Composition

1 Technology 11.89%
2 Consumer Staples 6.67%
3 Communication Services 5.63%
4 Financials 5.33%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$259K 0.05%
3,506
+254
102
$254K 0.05%
1,720
+89
103
$247K 0.05%
600
-61
104
$242K 0.05%
1,486
+261
105
$241K 0.04%
5,369
-496
106
$240K 0.04%
3,552
107
– –
-10,959
108
$233K 0.04%
+1,042
109
$231K 0.04%
3,600
-1,400
110
$230K 0.04%
+6,144
111
$226K 0.04%
4,514
-4,049
112
$218K 0.04%
1,083
-159
113
$207K 0.04%
+1,965
114
– –
0
115
$201K 0.04%
5,931
+254
116
$111K 0.02%
13,915
-70
117
$57K 0.01%
2,446
-12
118
$47.3K 0.01%
31,530
119
$46.5K 0.01%
1,878
-11
120
$17.2K ﹤0.01%
14,013
+111
121
$1.66K ﹤0.01%
10,000
122
– –
-3,305
123
– –
-8,024
124
– –
-7,343
125
– –
-5,064
2 3 4
5
6