SWP

Significant Wealth Partners Portfolio holdings

AUM $81.2M
1-Year Est. Return 2.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-2.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
+$1.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$747K
3
+$419K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$258K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$244K

Top Sells

1
+$4.79M
2
+$2.48M
3
+$660K
4
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$606K
5
VUG icon
Vanguard Growth ETF
VUG
+$389K

Sector Composition

1 Healthcare 4.32%
2 Consumer Staples 3.88%
3 Technology 2.22%
4 Utilities 1.83%
5 Consumer Discretionary 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$734K 0.36%
5,160
+492
27
$719K 0.35%
6,474
+713
28
$641K 0.31%
78,286
+16,945
29
$619K 0.3%
9,183
+1,517
30
$612K 0.3%
1,218
+504
31
$611K 0.3%
1,799
-280
32
$611K 0.3%
1,373
+296
33
$599K 0.29%
1,824
+6
34
$579K 0.28%
8,319
+929
35
$579K 0.28%
4,693
+918
36
$548K 0.27%
20,579
+4,401
37
$542K 0.27%
6,515
+1,617
38
$520K 0.25%
5,174
+953
39
$519K 0.25%
6,331
+967
40
$515K 0.25%
16,315
+3,732
41
$513K 0.25%
991
-26
42
$507K 0.25%
6,288
+868
43
$503K 0.25%
19,499
+836
44
$490K 0.24%
10,881
-20
45
$476K 0.23%
11,093
+1,202
46
$455K 0.22%
1,881
-247
47
$453K 0.22%
7,116
+512
48
$448K 0.22%
25,969
+2,797
49
$442K 0.22%
2,729
-427
50
$439K 0.21%
+13,747
1
2
3 4 5