SWP
Semus Wealth Partners Portfolio holdings
AUM
$154M
This Quarter Return
+7.17%
1 Year Return
+15.86%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$119M
AUM Growth
+$119M
(-2.7%)
Cap. Flow
-$8.11M
Cap. Flow
% of AUM
-6.83%
Top 10 Holdings %
Top 10 Hldgs %
46.57%
Holding
140
New
11
Increased
38
Reduced
76
Closed
13
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.9M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.67M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$1.51M |
| 4 |
Vanguard Growth ETF
VUG
|
$1.43M |
| 5 |
Capital Group Growth ETF
CGGR
|
$1.01M |
Sector Composition
| 1 | Technology | 29.93% |
| 2 | Communication Services | 8.15% |
| 3 | Consumer Discretionary | 7.31% |
| 4 | Healthcare | 5.74% |
| 5 | Financials | 5.36% |
