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
51
$309K 0.16%
1,141
+145
52
$309K 0.16%
4,431
+15
53
$293K 0.15%
2,415
+265
54
$289K 0.15%
1,668
+211
55
$268K 0.14%
582
-4
56
$264K 0.14%
1,528
+218
57
$263K 0.14%
1,284
+99
58
$260K 0.13%
1,353
+241
59
$257K 0.13%
4,611
60
$243K 0.13%
1,154
-48
61
$241K 0.12%
488
+48
62
$236K 0.12%
508
+36
63
$235K 0.12%
+1,183
64
$235K 0.12%
+1,377
65
$234K 0.12%
+4,479
66
$232K 0.12%
+1,126
67
$227K 0.12%
+2,365
68
$223K 0.12%
4,407
+262
69
$222K 0.11%
+379
70
$217K 0.11%
4,559
71
$217K 0.11%
+4,053
72
$213K 0.11%
+832
73
$210K 0.11%
+3,180
74
$206K 0.11%
+787
75
$201K 0.1%
+582
1 2
3
4