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SWIG

Strategic Wealth Investment Group Portfolio holdings

AUM $788M
1-Year Est. Return 14.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$933M
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$43.1M
2
+$25.6M
3
+$22.5M
4
BCUS
Bancreek US Large Cap ETF
BCUS
+$20.1M
5
AVGO icon
Broadcom
AVGO
+$17.1M

Top Sells

1
+$20.5M
2
+$18.7M
3
+$16.1M
4
AAPL icon
Apple
AAPL
+$11M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$10.2M

Sector Composition

1 Technology 17.2%
2 Financials 8.02%
3 Healthcare 7.67%
4 Consumer Staples 5.53%
5 Communication Services 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$217K 0.02%
3,917
+20
127
$216K 0.02%
3,498
-391
128
$209K 0.02%
850
-185
129
$202K 0.02%
+4,006
130
– –
-6,010
131
– –
-5,519
132
– –
-10,959
133
– –
-13,119
134
– –
-532
135
– –
-2,385
136
– –
-2,376
137
– –
-365
138
– –
-10,632
139
– –
-502
140
– –
-3,308
141
– –
-13,719
142
– –
-3,591
143
– –
-37,037
144
– –
-22,606
145
– –
-7,501
146
– –
-2,026
147
– –
-50,185
148
– –
-1,134
2 3 4 5
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