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
-$14K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$1.49M
3
+$642K
4
UDOW icon
ProShares UltraPro Dow 30
UDOW
+$578K
5
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$549K

Top Sells

1
+$1.39M
2
+$770K
3
+$629K
4
TSCO icon
Tractor Supply
TSCO
+$554K
5
LLY icon
Eli Lilly
LLY
+$550K

Sector Composition

1 Consumer Staples 3.06%
2 Healthcare 2.68%
3 Technology 1.62%
4 Communication Services 1.61%
5 Utilities 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$489K 0.25%
7,077
+3,897
27
$471K 0.24%
7,699
+1,219
28
$442K 0.23%
5,457
-3,109
29
$434K 0.22%
7,642
+3,083
30
$430K 0.22%
1,021
-487
31
$427K 0.22%
3,966
-2,859
32
$414K 0.21%
+65,758
33
$395K 0.2%
+8,202
34
$393K 0.2%
10,449
+49
35
$389K 0.2%
+4,022
36
$388K 0.2%
+6,021
37
$384K 0.2%
9,171
+209
38
$383K 0.2%
4,295
+132
39
$381K 0.2%
+10,905
40
$355K 0.18%
+19,360
41
$350K 0.18%
+3,311
42
$338K 0.17%
9,762
43
$330K 0.17%
+4,881
44
$321K 0.17%
2,452
-622
45
$309K 0.16%
+2,663
46
$306K 0.16%
4,444
+13
47
$303K 0.16%
+10,192
48
$296K 0.15%
+9,214
49
$295K 0.15%
+18,399
50
$288K 0.15%
+4,449
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