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
101
$212K 0.26%
+1,175
102
$208K 0.25%
+1,373
103
$205K 0.25%
+2,527
104
$183K 0.22%
+12,494
105
$167K 0.2%
+13,580
106
$158K 0.19%
+16,137
107
$153K 0.19%
+13,169
108
$150K 0.18%
+14,238