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
$665M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$2.34M
3
+$2.14M
4
MSFT icon
Microsoft
MSFT
+$1.63M
5
V icon
Visa
V
+$1.59M

Top Sells

1
+$1.12M
2
+$1.09M
3
+$1.02M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$611K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$453K

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$311K 0.05%
+3,130
102
$306K 0.05%
4,162
+66
103
$291K 0.04%
5,250
-545
104
$287K 0.04%
+1,232
105
$285K 0.04%
+1,672
106
$284K 0.04%
5,779
+54
107
$284K 0.04%
2,824
+204
108
$283K 0.04%
+4,926
109
$280K 0.04%
2,014
110
$272K 0.04%
+2,436
111
$263K 0.04%
4,549
+118
112
$259K 0.04%
549
+8
113
$258K 0.04%
+6,598
114
$254K 0.04%
+817
115
$248K 0.04%
4,439
-1,133
116
$243K 0.04%
+1,703
117
$239K 0.04%
+1,698
118
$235K 0.04%
1,075
+50
119
$228K 0.03%
+1,525
120
$228K 0.03%
10,959
121
$228K 0.03%
+2,956
122
$225K 0.03%
3,663
-16,639
123
$218K 0.03%
+473
124
$213K 0.03%
+1,444
125
$212K 0.03%
+5,737
2 3 4
5
6