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
51
$286K 0.15%
632
+50
52
$285K 0.15%
+7,770
53
$284K 0.15%
+483
54
$283K 0.15%
+2,722
55
$278K 0.14%
1,162
+8
56
$271K 0.14%
+10,006
57
$271K 0.14%
+6,842
58
$267K 0.14%
+1,587
59
$265K 0.14%
+7,135
60
$262K 0.14%
2,169
+267
61
$262K 0.14%
648
-139
62
$257K 0.13%
4,611
63
$238K 0.12%
821
-1,514
64
$235K 0.12%
+1,852
65
$235K 0.12%
+3,769
66
$230K 0.12%
3,214
-710
67
$221K 0.11%
+609
68
$221K 0.11%
+2,470
69
$218K 0.11%
+245
70
$217K 0.11%
+5,397
71
$215K 0.11%
+3,956
72
$214K 0.11%
+2,293
73
$212K 0.11%
+7,992
74
$203K 0.1%
+12,993
75
$202K 0.1%
+3,459
1 2
3
4 5