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
$933M
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1 +$43.6M
2 +$26.2M
3 +$22.4M
4
BCUS
Bancreek US Large Cap ETF
BCUS
+$20.8M
5
AVGO icon
Broadcom
AVGO
+$17.8M

Top Sells

1 +$20.6M
2 +$18.9M
3 +$16.5M
4
AAPL icon
Apple
AAPL
+$11.2M
5
NOBL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$366K 0.04%
4,351
-112
102
$344K 0.04%
1,725
-6,487
103
$340K 0.04%
+5,261
104
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105
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2,609
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106
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107
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1,994
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108
$302K 0.03%
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109
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111
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113
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115
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116
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100,000
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121
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5,293
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123
$228K 0.02%
8,529
124
$223K 0.02%
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125
$220K 0.02%
+3,489