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
$143M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Sells

1 +$563K
2 +$339K
3 +$292K
4
BST icon
BlackRock Science and Technology Trust
BST
+$253K
5
URI icon
United Rentals
URI
+$240K

Sector Composition

1 Technology 33.15%
2 Consumer Discretionary 7.92%
3 Communication Services 7.48%
4 Healthcare 6.11%
5 Financials 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-8,293
127
-6,718
128
-11,166