SWIG
Strategic Wealth Investment Group Portfolio holdings
AUM
$69.1M
This Quarter Return
+6.12%
1 Year Return
+16.46%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$933M
AUM Growth
+$933M
(+18%)
Cap. Flow
+$101M
Cap. Flow
% of AUM
10.85%
Top 10 Holdings %
Top 10 Hldgs %
41.47%
Holding
148
New
13
Increased
57
Reduced
54
Closed
19
Top Buys
| 1 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
$43.6M |
| 2 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$26.2M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$22.4M |
| 4 |
BCUS
Bancreek US Large Cap ETF
BCUS
|
$20.8M |
| 5 |
Broadcom
AVGO
|
$18.1M |
Top Sells
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$20.6M |
| 2 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$18.9M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$16.5M |
| 4 |
Apple
AAPL
|
$11.2M |
| 5 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$10.7M |
Sector Composition
| 1 | Technology | 17.2% |
| 2 | Financials | 8.02% |
| 3 | Healthcare | 7.67% |
| 4 | Consumer Staples | 5.53% |
| 5 | Communication Services | 4.92% |
