SWP

Significant Wealth Partners Portfolio holdings

AUM $205M
1-Year Est. Return 2.39%
This Quarter Est. Return
1 Year Est. Return
-2.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$557K
3
+$349K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$334K
5
AMZN icon
Amazon
AMZN
+$302K

Top Sells

1
+$242K
2
+$226K
3
+$21K
4
CEG icon
Constellation Energy
CEG
+$10.1K
5
JPM icon
JPMorgan Chase
JPM
+$10.1K

Sector Composition

1 Consumer Staples 3.62%
2 Healthcare 3.06%
3 Technology 2.3%
4 Communication Services 1.64%
5 Utilities 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$493K 0.26%
934
+120
27
$493K 0.26%
5,467
+411
28
$486K 0.25%
6,582
+832
29
$451K 0.23%
3,971
+463
30
$449K 0.23%
4,064
+138
31
$438K 0.23%
8,962
+928
32
$437K 0.23%
3,074
+248
33
$433K 0.22%
4,163
+386
34
$427K 0.22%
17,831
+2,294
35
$427K 0.22%
2,511
+214
36
$422K 0.22%
10,400
-123
37
$420K 0.22%
1,325
+129
38
$416K 0.22%
9,265
+217
39
$411K 0.21%
1,859
+100
40
$408K 0.21%
12,885
+1,254
41
$381K 0.2%
3,671
+197
42
$371K 0.19%
6,480
+586
43
$354K 0.18%
5,469
+1,385
44
$349K 0.18%
+25,921
45
$341K 0.18%
2,456
+163
46
$335K 0.17%
9,762
47
$332K 0.17%
3,924
+197
48
$331K 0.17%
3,911
+781
49
$325K 0.17%
367
+24
50
$312K 0.16%
1,902
+245
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2
3 4