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
$791M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$51.7M
2
+$50.1M
3
+$42.7M
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$40.1M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$31.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.07%
2 Consumer Staples 7.63%
3 Financials 7.25%
4 Consumer Discretionary 6.95%
5 Healthcare 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$341K 0.04%
+1,850
102
$341K 0.04%
+4,463
103
$324K 0.04%
+2,026
104
$320K 0.04%
+2,047
105
$304K 0.04%
+128,789
106
$295K 0.04%
+2,173
107
$292K 0.04%
+9,033
108
$285K 0.04%
+532
109
$285K 0.04%
+2,539
110
$278K 0.04%
+2,349
111
$278K 0.04%
+1,216
112
$265K 0.03%
+2,569
113
$261K 0.03%
+2,048
114
$260K 0.03%
+13,719
115
$258K 0.03%
+6,178
116
$254K 0.03%
+10,210
117
$252K 0.03%
+2,385
118
$251K 0.03%
+502
119
$248K 0.03%
+1,035
120
$248K 0.03%
+1,691
121
$242K 0.03%
+1,134
122
$240K 0.03%
+6,010
123
$238K 0.03%
+1,511
124
$236K 0.03%
+1,440
125
$236K 0.03%
+3,897
2 3 4
5
6