SWIG
Strategic Wealth Investment Group Portfolio holdings
AUM
$69.1M
This Quarter Return
-3.91%
1 Year Return
+16.46%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$552M
AUM Growth
+$552M
(-12%)
Cap. Flow
+$16M
Cap. Flow
% of AUM
2.89%
Top 10 Holdings %
Top 10 Hldgs %
45.18%
Holding
129
New
2
Increased
60
Reduced
29
Closed
15
Top Buys
| 1 |
Apple
AAPL
|
$1.98M |
| 2 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$1.81M |
| 3 |
Coca-Cola
KO
|
$1.44M |
| 4 |
Kraft Heinz
KHC
|
$1.24M |
| 5 |
Tyson Foods
TSN
|
$1.2M |
Top Sells
| 1 |
Carnival Corp
CCL
|
$2.82M |
| 2 |
Invesco QQQ Trust
QQQ
|
$2.52M |
| 3 |
Home Depot
HD
|
$1.37M |
| 4 |
ARK Innovation ETF
ARKK
|
$1.13M |
| 5 |
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% |
