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
$552M
AUM Growth
-$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.81M
3
+$1.44M
4
KHC icon
Kraft Heinz
KHC
+$1.24M
5
TSN icon
Tyson Foods
TSN
+$1.2M

Top Sells

1
+$2.82M
2
+$2.52M
3
+$1.37M
4
ARKK icon
ARK Innovation ETF
ARKK
+$1.13M
5
JPM icon
JPMorgan Chase
JPM
+$759K

Sector Composition

1 Technology 15.57%
2 Consumer Staples 8.48%
3 Communication Services 6.74%
4 Financials 6.41%
5 Consumer Discretionary 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$16.5K ﹤0.01%
+650
102
$15.1K ﹤0.01%
34,973
+17,622
103
– –
-25,640
104
– –
-149,741
105
– –
-2,773
106
– –
-4,537
107
– –
-10,000
108
– –
-4,840
109
– –
-7,970
110
– –
-1,743
111
– –
-629
112
– –
-1,116
113
– –
-515
114
– –
-1,705
115
– –
-746
116
– –
-1,943
1 2 3 4
5