SWIG

Strategic Wealth Investment Group Portfolio holdings

AUM $1.19B
1-Year Est. Return 16.35%
This Quarter Est. Return
1 Year Est. Return
+16.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$69.1M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$583K
2
+$382K
3
+$349K
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$333K
5
BCUS
Bancreek US Large Cap ETF
BCUS
+$319K

Top Sells

1
+$42.5K
2
+$19.5K

Sector Composition

1 Technology 17.89%
2 Financials 9.63%
3 Healthcare 7.28%
4 Communication Services 5.53%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDL icon
101
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$4.4B
$6.34K 0.01%
+90
VTWO icon
102
Vanguard Russell 2000 ETF
VTWO
$14.9B
$4.71K 0.01%
+54
AMGN icon
103
Amgen
AMGN
$178B
$4.47K 0.01%
+16
MDT icon
104
Medtronic
MDT
$124B
$4.36K 0.01%
+50
SMH icon
105
VanEck Semiconductor ETF
SMH
$42.5B
$4.18K 0.01%
+15
VWO icon
106
Vanguard FTSE Emerging Markets ETF
VWO
$110B
$4.11K 0.01%
+83
IAU icon
107
iShares Gold Trust
IAU
$72.4B
$4.05K 0.01%
+65
LLYX
108
Defiance Daily Target 2x Long LLY ETF
LLYX
$37.9M
$3.5K 0.01%
+221
BIDU icon
109
Baidu
BIDU
$51.4B
$3.43K 0.01%
+40
FAS icon
110
Direxion Daily Financial Bull 3x Shares
FAS
$2.31B
$3.37K ﹤0.01%
+20
AORT icon
111
Artivion
AORT
$2.06B
$3.11K ﹤0.01%
+100
UPS icon
112
United Parcel Service
UPS
$90.7B
$2.93K ﹤0.01%
+29
MRK icon
113
Merck
MRK
$270B
$2.85K ﹤0.01%
+36
NOBL icon
114
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
$2.8K ﹤0.01%
+28
VONG icon
115
Vanguard Russell 1000 Growth ETF
VONG
$35.9B
$2.74K ﹤0.01%
+25
DIS icon
116
Walt Disney
DIS
$199B
$2.73K ﹤0.01%
+22
ALB icon
117
Albemarle
ALB
$19.2B
$2.63K ﹤0.01%
+42
SHY icon
118
iShares 1-3 Year Treasury Bond ETF
SHY
$23.7B
$2.32K ﹤0.01%
+28
VFH icon
119
Vanguard Financials ETF
VFH
$13.4B
$2.29K ﹤0.01%
+18
SCHD icon
120
Schwab US Dividend Equity ETF
SCHD
$75.6B
$2.25K ﹤0.01%
+85
IDV icon
121
iShares International Select Dividend ETF
IDV
$6.95B
$2.17K ﹤0.01%
+63
MUB icon
122
iShares National Muni Bond ETF
MUB
$42.1B
$1.99K ﹤0.01%
+19
TQQQ icon
123
ProShares UltraPro QQQ
TQQQ
$30B
$1.91K ﹤0.01%
+46
KHC icon
124
Kraft Heinz
KHC
$27.9B
$1.89K ﹤0.01%
+73
VICI icon
125
VICI Properties
VICI
$31B
$1.83K ﹤0.01%
+56
3 4
5
6 7