SWIG
Strategic Wealth Investment Group Portfolio holdings
AUM
$69.1M
This Quarter Return
-1.05%
1 Year Return
+16.46%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$57.5M
AUM Growth
+$57.5M
(-94%)
Cap. Flow
-$832M
Cap. Flow
% of AUM
-1,447.03%
Top 10 Holdings %
Top 10 Hldgs %
48.55%
Holding
135
New
3
Increased
–
Reduced
44
Closed
88
Top Buys
| 1 |
O'Reilly Automotive
ORLY
|
$882K |
| 2 |
Hubbell
HUBB
|
$742K |
| 3 |
Novo Nordisk
NVO
|
$379K |
Top Sells
| 1 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$56M |
| 2 |
Apple
AAPL
|
$37.6M |
| 3 |
Amazon
AMZN
|
$36.4M |
| 4 |
BCUS
Bancreek US Large Cap ETF
BCUS
|
$36.3M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$35.5M |
Sector Composition
| 1 | Technology | 16.16% |
| 2 | Financials | 9.98% |
| 3 | Healthcare | 8.59% |
| 4 | Consumer Staples | 6.14% |
| 5 | Consumer Discretionary | 5.09% |
