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
$338K 0.04%
591
-668
105
$334K 0.04%
2,609
+260
106
$325K 0.03%
9,033
107
$319K 0.03%
1,994
+483
108
$302K 0.03%
2,539
109
$301K 0.03%
1,786
-64
110
$299K 0.03%
1,421
-1,398
111
$299K 0.03%
3,979
-1,379
112
$295K 0.03%
2,012
-36
113
$286K 0.03%
1,186
-30
114
$286K 0.03%
1,687
-4
115
$284K 0.03%
1,833
-1,841
116
$264K 0.03%
2,320
-249
117
$258K 0.03%
9,877
-333
118
$252K 0.03%
100,000
-28,789
119
$251K 0.03%
6,004
+177
120
$245K 0.03%
+7,701
121
$243K 0.03%
1,624
-423
122
$239K 0.03%
5,293
-885
123
$228K 0.02%
8,529
124
$223K 0.02%
+3,573
125
$220K 0.02%
+3,489
2 3 4
5
6