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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
$57.5M
AUM Growth
-$848M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$868K
2
+$804K
3
+$450K

Top Sells

1
+$54.7M
2
+$41.5M
3
+$39.2M
4
BCUS
Bancreek US Large Cap ETF
BCUS
+$37.5M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$37.3M

Sector Composition

1 Technology 16.16%
2 Financials 9.98%
3 Healthcare 8.59%
4 Consumer Staples 6.14%
5 Consumer Discretionary 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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-9,033
127
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-15,523
128
– –
-29,722
129
– –
-13,247
130
– –
-23,683
131
– –
-7,000
132
– –
-189,869
133
– –
-9,665
134
– –
-6,125
135
– –
-2,012
2 3 4 5
6