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
$433M
AUM Growth
+$84.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1 +$46.9M
2 +$3.92M
3 +$3.44M
4
AMZN icon
Amazon
AMZN
+$2.59M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.26M

Sector Composition

1 Technology 10.54%
2 Consumer Staples 6.92%
3 Financials 5.56%
4 Communication Services 5.14%
5 Consumer Discretionary 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,201
127
-5,090