SWIG

Strategic Wealth Investment Group Portfolio holdings

AUM $69.1M
1-Year Est. Return 16.46%
This Quarter Est. Return
1 Year Est. Return
+16.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.4M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$12.2M
2 +$11.9M
3 +$6.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.09M
5
AAPL icon
Apple
AAPL
+$4.46M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.37%
2 Communication Services 8.02%
3 Consumer Staples 4.93%
4 Financials 4.35%
5 Consumer Discretionary 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$12.2M 12.7%
+162,049
2
$11.9M 12.35%
+136,537
3
$6.1M 6.32%
+60,784
4
$6.09M 6.32%
+37,230
5
$4.46M 4.62%
+60,748
6
$4.25M 4.4%
+112,971
7
$3.6M 3.73%
+35,495
8
$3.38M 3.51%
+36,600
9
$3.17M 3.28%
+107,241
10
$2.56M 2.66%
+8,982
11
$2.52M 2.61%
+64,774
12
$2.43M 2.52%
+16,989
13
$2.38M 2.46%
+125,965
14
$2.28M 2.37%
+24,606
15
$2.02M 2.09%
+126,443
16
$1.95M 2.03%
+136,070
17
$1.8M 1.87%
+32,618
18
$1.67M 1.73%
+27,212
19
$1.49M 1.55%
+10,690
20
$1.28M 1.33%
+10,028
21
$1.24M 1.29%
+6,053
22
$1.19M 1.24%
+7,573
23
$1.11M 1.15%
+26,002
24
$1.04M 1.08%
+15,600
25
$1.04M 1.08%
+41,933