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
$195M
AUM Growth
+$1.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.34M
3
+$509K
4
META icon
Meta Platforms (Facebook)
META
+$300K
5
AMZN icon
Amazon
AMZN
+$293K

Top Sells

1
+$262K
2
+$221K
3
+$38.3K
4
MCD icon
McDonald's
MCD
+$34.4K
5
NVDA icon
NVIDIA
NVDA
+$32.9K

Sector Composition

1 Consumer Staples 3.73%
2 Healthcare 3.15%
3 Communication Services 1.91%
4 Utilities 1.48%
5 Technology 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$506K 0.26%
9,715
+1,513
27
$500K 0.26%
1,818
-21
28
$500K 0.26%
4,727
+705
29
$500K 0.26%
3,393
+277
30
$498K 0.26%
17,025
+3,919
31
$490K 0.25%
8,091
+1,014
32
$485K 0.25%
10,185
+2,543
33
$483K 0.25%
2,423
-192
34
$478K 0.25%
10,379
-70
35
$477K 0.24%
23,521
+4,161
36
$468K 0.24%
7,186
+1,165
37
$468K 0.24%
5,672
+215
38
$446K 0.23%
3,753
-213
39
$429K 0.22%
764
+281
40
$420K 0.22%
10,517
+1,346
41
$413K 0.21%
1,100
+79
42
$410K 0.21%
13,605
+2,700
43
$405K 0.21%
5,714
+833
44
$386K 0.2%
2,713
+261
45
$384K 0.2%
11,220
+2,006
46
$379K 0.19%
712
+80
47
$364K 0.19%
22,167
+3,768
48
$351K 0.18%
5,209
+760
49
$348K 0.18%
8,141
+1,299
50
$331K 0.17%
2,904
+434
1
2
3 4