SWIG
Strategic Wealth Investment Group Portfolio holdings
AUM
$69.1M
1-Year Est. Return
16.46%
1 Year Est. Return
+16.46%
AUM
$69.1M
AUM Growth
+$11.6M
(+20%)
Holding
160
Top Buys
| 1 | +$583K | |
| 2 | +$382K | |
| 3 | +$349K | |
| 4 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
+$333K |
| 5 |
BCUS
Bancreek US Large Cap ETF
BCUS
|
+$319K |
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 | |
|---|---|---|---|---|---|---|
|
CMPS
151
Compass Pathways
CMPS
$626M
| $56 | ﹤0.01% |
+20
|
|
||
152
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
| – | – |
0
|
|
||
153
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.15B
| – | – |
0
|
|
||
154
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.46B
| – | – |
0
|
|
||
155
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.5B
| – | – |
0
|
|
||
156
iShares Core S&P Small-Cap ETF
IJR
$84.8B
| – | – |
0
|
|
||
157
iShares Core Total USD Bond Market ETF
IUSB
$33.6B
| – | – |
0
|
|
||
158
iShares US Equity Factor ETF
LRGF
$2.91B
| – | – |
0
|
|
||
159
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.5B
| – | – |
0
|
|
||
160
Vanguard Extended Market ETF
VXF
$24.3B
| – | – |
0
|
|