SWP

Semus Wealth Partners Portfolio holdings

AUM $177M
1-Year Est. Return 23.01%
This Quarter Est. Return
1 Year Est. Return
+23.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$82.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$4.11M
3
+$2.66M
4
AMZN icon
Amazon
AMZN
+$2.33M
5
MSFT icon
Microsoft
MSFT
+$2.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 26.74%
2 Consumer Discretionary 7.41%
3 Healthcare 7.33%
4 Communication Services 6.94%
5 Financials 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$433K 0.53%
+3,594
52
$427K 0.52%
+1,200
53
$410K 0.5%
+12,371
54
$405K 0.49%
+10,272
55
$397K 0.48%
+1,256
56
$396K 0.48%
+3,606
57
$392K 0.48%
+34,883
58
$390K 0.47%
+8,502
59
$386K 0.47%
+2,386
60
$383K 0.47%
+32,355
61
$382K 0.46%
+30,994
62
$378K 0.46%
+37,442
63
$367K 0.45%
+1,723
64
$350K 0.43%
+1,315
65
$342K 0.42%
+3,528
66
$322K 0.39%
+2,755
67
$313K 0.38%
+30,112
68
$312K 0.38%
+1,171
69
$304K 0.37%
+1,937
70
$299K 0.36%
+3,419
71
$293K 0.36%
+602
72
$290K 0.35%
+5,731
73
$285K 0.35%
+518
74
$282K 0.34%
+3,030
75
$278K 0.34%
+1,458
1 2
3
4 5