SWIG
Strategic Wealth Investment Group Portfolio holdings
AUM
$69.1M
This Quarter Return
+13.03%
1 Year Return
+16.46%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$665M
AUM Growth
+$665M
(+21%)
Cap. Flow
+$8.85M
Cap. Flow
% of AUM
1.33%
Top 10 Holdings %
Top 10 Hldgs %
43.33%
Holding
132
New
30
Increased
73
Reduced
19
Closed
2
Top Buys
| 1 |
Apple
AAPL
|
$3.36M |
| 2 |
Amazon
AMZN
|
$2.34M |
| 3 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$2.14M |
| 4 |
Microsoft
MSFT
|
$1.63M |
| 5 |
Visa
V
|
$1.59M |
Top Sells
| 1 |
Vivos Therapeutics
VVOS
|
$38.5M |
| 2 |
Eli Lilly
LLY
|
$1.12M |
| 3 |
Nike
NKE
|
$1.09M |
| 4 |
PayPal
PYPL
|
$1.02M |
| 5 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$611K |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Consumer Staples | 8.69% |
| 3 | Financials | 7.08% |
| 4 | Communication Services | 6.7% |
| 5 | Consumer Discretionary | 6.07% |
