SWIG

Strategic Wealth Investment Group Portfolio holdings

AUM $69.1M
1-Year Est. Return 16.46%
This Quarter Est. Return
1 Year Est. Return
+16.46%
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 Sells

1 +$46.1M
2 +$13.2M
3 +$8.63M
4
DD icon
DuPont de Nemours
DD
+$3M
5
T icon
AT&T
T
+$2.58M

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
-12,500
127
-5,205
128
-11,681