SWIG

Strategic Wealth Investment Group Portfolio holdings

AUM $814M
1-Year Est. Return 17.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.36%
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
+$582K
2
+$378K
3
+$329K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$322K
5
BCUS
Bancreek US Large Cap ETF
BCUS
+$304K

Top Sells

1
+$38.3K
2
+$17K

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
101
$6.34K 0.01%
+90
102
$4.71K 0.01%
+54
103
$4.47K 0.01%
+16
104
$4.36K 0.01%
+50
105
$4.18K 0.01%
+15
106
$4.11K 0.01%
+83
107
$4.05K 0.01%
+65
108
$3.5K 0.01%
+221
109
$3.43K 0.01%
+40
110
$3.37K ﹤0.01%
+20
111
$3.11K ﹤0.01%
+100
112
$2.93K ﹤0.01%
+29
113
$2.85K ﹤0.01%
+36
114
$2.8K ﹤0.01%
+28
115
$2.74K ﹤0.01%
+25
116
$2.73K ﹤0.01%
+22
117
$2.63K ﹤0.01%
+42
118
$2.32K ﹤0.01%
+28
119
$2.29K ﹤0.01%
+18
120
$2.25K ﹤0.01%
+85
121
$2.17K ﹤0.01%
+63
122
$1.99K ﹤0.01%
+19
123
$1.91K ﹤0.01%
+46
124
$1.89K ﹤0.01%
+73
125
$1.83K ﹤0.01%
+56
3 4
5
6 7