SWP
Semus Wealth Partners Portfolio holdings
AUM
$154M
This Quarter Return
+3.08%
1 Year Return
+15.86%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$82.3M
AUM Growth
–
Cap. Flow
+$82.3M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.43%
Holding
108
New
108
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$17.7M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$4.11M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$2.66M |
| 4 |
Amazon
AMZN
|
$2.33M |
| 5 |
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% |
