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
$905M
AUM Growth
-$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$1.21M
3
+$979K
4
GGLL icon
Direxion Daily GOOGL Bull 2X Shares
GGLL
+$655K
5
DUK icon
Duke Energy
DUK
+$537K

Top Sells

1
+$7.52M
2
+$6.97M
3
+$2.97M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.98M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.8M

Sector Composition

1 Technology 19.27%
2 Financials 9.26%
3 Healthcare 6.82%
4 Communication Services 5.45%
5 Consumer Discretionary 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$399K 0.04%
+5,037
102
$380K 0.04%
705
-252
103
$349K 0.04%
592
+1
104
$346K 0.04%
1,422
+1
105
$345K 0.04%
1,812
+26
106
$343K 0.04%
+2,269
107
$342K 0.04%
2,683
+74
108
$341K 0.04%
+11,175
109
$339K 0.04%
9,033
110
$320K 0.04%
12,281
+3,752
111
$318K 0.04%
1,419
-306
112
$303K 0.03%
1,195
+9
113
$294K 0.03%
1,833
114
$291K 0.03%
8,786
-697
115
$291K 0.03%
1,687
116
$270K 0.03%
2,012
117
$268K 0.03%
3,815
-102
118
$262K 0.03%
+9,104
119
$258K 0.03%
5,941
-63
120
$251K 0.03%
+13,585
121
$250K 0.03%
2,073
+79
122
$250K 0.03%
10,009
+132
123
$241K 0.03%
3,933
+360
124
$237K 0.03%
850
125
$233K 0.03%
1,609
-15
2 3 4
5
6