SWIG

Strategic Wealth Investment Group Portfolio holdings

AUM $814M
1-Year Est. Return 17.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$69.1M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$582K
2
+$378K
3
+$329K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$322K
5
BCUS
Bancreek US Large Cap ETF
BCUS
+$304K

Top Sells

1
+$38.3K
2
+$17K

Sector Composition

1 Technology 17.89%
2 Financials 9.63%
3 Healthcare 7.28%
4 Communication Services 5.53%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.79K ﹤0.01%
+12
127
$1.73K ﹤0.01%
+40
128
$1.52K ﹤0.01%
+30
129
$1.37K ﹤0.01%
+390
130
$1.17K ﹤0.01%
+4
131
$1.02K ﹤0.01%
+29
132
$1.01K ﹤0.01%
+18
133
$868 ﹤0.01%
+30
134
$774 ﹤0.01%
+2
135
$663 ﹤0.01%
+6
136
$615 ﹤0.01%
+39
137
$549 ﹤0.01%
+208
138
$419 ﹤0.01%
+18
139
$418 ﹤0.01%
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140
$412 ﹤0.01%
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141
$388 ﹤0.01%
+5
142
$374 ﹤0.01%
+16
143
$351 ﹤0.01%
+1
144
$343 ﹤0.01%
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145
$225 ﹤0.01%
+3
146
$219 ﹤0.01%
+2
147
$182 ﹤0.01%
+2
148
$170 ﹤0.01%
+7
149
$138 ﹤0.01%
+6
150
$77 ﹤0.01%
+1
3 4 5
6
7