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
$539M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$4.94M
3
+$4.01M
4
AAPL icon
Apple
AAPL
+$3.66M
5
VVOS icon
Vivos Therapeutics
VVOS
+$2.82M

Top Sells

1
+$47.2M
2
+$13.3M
3
+$9.17M
4
DD icon
DuPont de Nemours
DD
+$2.98M
5
T icon
AT&T
T
+$2.59M

Sector Composition

1 Technology 11.89%
2 Consumer Staples 6.67%
3 Communication Services 5.63%
4 Financials 5.33%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-625
127
– –
-5,205
128
– –
-11,681
2 3 4 5
6