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
$933M
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$26.2M
3
+$22.4M
4
BCUS
Bancreek US Large Cap ETF
BCUS
+$20.8M
5
AVGO icon
Broadcom
AVGO
+$17.8M

Top Sells

1
+$20.6M
2
+$18.9M
3
+$16.5M
4
AAPL icon
Apple
AAPL
+$11.2M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$10.7M

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
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-5,519
132
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-10,959
133
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-13,119
134
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-532
135
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136
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137
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138
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-365
139
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-10,632
140
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141
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142
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-13,719
143
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144
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145
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147
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-50,185
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