SWIG
Strategic Wealth Investment Group Portfolio holdings
AUM
$814M
1-Year Est. Return
17.36%
This Fund
S&P 500
1 Year Est. Return
+17.36%
AUM
$1.19B
AUM Growth
+$1.12B
(+1,620%)
Holding
212
Top Buys
| 1 | +$93.5M | |
| 2 | +$53.6M | |
| 3 | +$50.2M | |
| 4 |
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
|
+$43.9M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$42.9M |
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
Vanguard FTSE Developed Markets ETF
VEA
$216B
| – | – |
-121
|
|
||
202
Vanguard Financials ETF
VFH
$12.9B
| – | – |
-18
|
|
||
203
Vanguard FTSE Europe ETF
VGK
$31.4B
| – | – |
-5
|
|
||
204
VICI Properties
VICI
$32.4B
| – | – |
-56
|
|
||
205
Vanguard Russell 1000 Growth ETF
VONG
$36.7B
| – | – |
-25
|
|
||
206
Vanguard Russell 2000 ETF
VTWO
$14.2B
| – | – |
-54
|
|
||
207
Vanguard FTSE Emerging Markets ETF
VWO
$115B
| – | – |
-83
|
|
||
208
Xcel Energy
XEL
$49.3B
| – | – |
-100
|
|
||
209
Xerox
XRX
$231M
| – | – |
-390
|
|
||
|
LLYX
210
Defiance Daily Target 2x Long LLY ETF
LLYX
$47.1M
| – | – |
-221
|
|
||
|
ARTY
211
iShares Future AI & Tech ETF
ARTY
$2.29B
| – | – |
-4,053
|
|
||
|
212
CRISPR Therapeutics
CRSP
$5.83B
| – | – |
-750
|
|