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
151
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