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SWIG

Strategic Wealth Investment Group Portfolio holdings

AUM $788M
1-Year Est. Return 14.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
+$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$93.5M
2
+$53.6M
3
+$50.2M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$43.9M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$42.9M

Top Sells

1
+$166K
2
+$80.3K
3
+$37.9K
4
CBZ icon
CBIZ
CBZ
+$36.9K
5
CRSP icon
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
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