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

Top Buys

1
+$4.9M
2
+$4M
3
+$3.54M
4
AMZN icon
Amazon
AMZN
+$2.5M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.3M

Top Sells

1
+$11M
2
+$4.31M
3
+$757K
4
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$394K
5
NFLX icon
Netflix
NFLX
+$300K

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
– –
-1,781
127
– –
-1,201
2 3 4 5
6