SWMG
Strategic Wealth Management Group Portfolio holdings
AUM
$274M
1-Year Est. Return
42.58%
1 Year Est. Return
+42.58%
AUM
$274M
AUM Growth
+$12.4M
(+4.7%)
Holding
138
Top Buys
| 1 | +$5.16M | |
| 2 | +$2.53M | |
| 3 | +$1.49M | |
| 4 |
Vanguard Extended Market ETF
VXF
|
+$1.35M |
| 5 |
Invesco Taxable Municipal Bond ETF
BAB
|
+$1.01M |
Top Sells
| 1 | +$2.4M | |
| 2 | +$2.33M | |
| 3 | +$1.46M | |
| 4 |
Chesapeake Utilities
CPK
|
+$1.01M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$813K |
Sector Composition
| 1 | Technology | 5.68% |
| 2 | Consumer Discretionary | 4.74% |
| 3 | Financials | 4.17% |
| 4 | Communication Services | 1.97% |
| 5 | Industrials | 1.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
JPMorgan Chase
JPM
$842B
| – | – |
-1,722
|
|
||
127
Mondelez International
MDLZ
$72.4B
| – | – |
-4,180
|
|
||
128
Novavax
NVAX
$1.22B
| – | – |
-13,221
|
|
||
129
Philip Morris
PM
$230B
| – | – |
-4,415
|
|
||
130
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.36B
| – | – |
-7,465
|
|
||
131
TSMC
TSM
$1.53T
| – | – |
-1,838
|
|
||
132
Visa
V
$658B
| – | – |
-1,048
|
|
||
133
WesBanco
WSBC
$2.89B
| – | – |
-8,253
|
|
||
134
Consumers Staples Select Sector SPDR Fund
XLP
$14.9B
| – | – |
-3,218
|
|
||
|
RIDE
135
DELISTED
Lordstown Motors Corp. Class A Common Stock
RIDE
| – | – |
-770
|
|
||
136
Alibaba
BABA
$392B
| – | – |
-912
|
|
||
137
Bionano Genomics
BNGO
$16.5M
| – | – |
-31
|
|
||
138
Check-Cap
CHEK
$7.61M
| – | – |
-548
|
|