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
$791M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$51.7M
2
+$50.1M
3
+$42.7M
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$40.1M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$31.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.07%
2 Consumer Staples 7.63%
3 Financials 7.25%
4 Consumer Discretionary 6.95%
5 Healthcare 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$229K 0.03%
+5,827
127
$227K 0.03%
+10,959
128
$225K 0.03%
+3,889
129
$221K 0.03%
+2,376
130
$214K 0.03%
+365
131
$212K 0.03%
+3,308
132
$210K 0.03%
+8,529
133
$206K 0.03%
+3,591
134
$201K 0.03%
+5,519
135
$156K 0.02%
+10,632
2 3 4 5
6