SWIG
Strategic Wealth Investment Group Portfolio holdings
AUM
$1.19B
1-Year Est. Return
16.35%
1 Year Est. Return
+16.35%
AUM
$1.19B
AUM Growth
+$1.12B
(+1,620%)
Holding
212
Top Buys
| 1 | +$94M | |
| 2 | +$54.7M | |
| 3 | +$50.8M | |
| 4 |
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
|
+$44.8M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$44.6M |
Top Sells
| 1 | +$166K | |
| 2 | +$80.3K | |
| 3 | +$37.9K | |
| 4 |
CBIZ
CBZ
|
+$36.9K |
| 5 |
CRISPR Therapeutics
CRSP
|
+$36.5K |
Sector Composition
| 1 | Technology | 17.07% |
| 2 | Financials | 10.02% |
| 3 | Healthcare | 8.25% |
| 4 | Consumer Discretionary | 5.32% |
| 5 | Communication Services | 5.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
ProShares UltraPro QQQ
TQQQ
$31.3B
| – | – |
-46
|
|
||
202
Tyson Foods
TSN
$20.2B
| – | – |
-18
|
|
||
203
Texas Instruments
TXN
$159B
| – | – |
-121
|
|
||
204
UnitedHealth
UNH
$294B
| – | – |
-54
|
|
||
205
United Parcel Service
UPS
$81.1B
| – | – |
-29
|
|
||
206
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
| – | – |
0
|
|
||
207
Vanguard FTSE Developed Markets ETF
VEA
$185B
| – | – |
-121
|
|
||
208
Vanguard Financials ETF
VFH
$12.9B
| – | – |
-18
|
|
||
209
Xcel Energy
XEL
$46.8B
| – | – |
-100
|
|
||
210
Xerox
XRX
$343M
| – | – |
-260
|
|
||
|
LLYX
211
Defiance Daily Target 2x Long LLY ETF
LLYX
$44.2M
| – | – |
-221
|
|
||
|
ARTY
212
iShares Future AI & Tech ETF
ARTY
$1.96B
| – | – |
-4,053
|
|