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
$630M
AUM Growth
+$91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$13.2M
3
+$4.59M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$4.4M
5
DD icon
DuPont de Nemours
DD
+$4.05M

Top Sells

1
+$1.98M
2
+$1.18M
3
+$1.07M
4
SHOP icon
Shopify
SHOP
+$1.01M
5
DAL icon
Delta Air Lines
DAL
+$971K

Sector Composition

1 Technology 13.16%
2 Consumer Staples 6.64%
3 Consumer Discretionary 6.04%
4 Communication Services 5.62%
5 Financials 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
0
127
– –
-21,022
2 3 4 5
6