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
51
$324K 0.17%
2,124
+272
52
$322K 0.17%
9,762
53
$321K 0.16%
4,486
+717
54
$308K 0.16%
9,798
+2,028
55
$306K 0.16%
4,460
+16
56
$304K 0.16%
3,118
+396
57
$303K 0.16%
11,953
+1,761
58
$300K 0.15%
+520
59
$296K 0.15%
10,215
+3,080
60
$293K 0.15%
4,114
+655
61
$286K 0.15%
1,164
+2
62
$275K 0.14%
3,585
+922
63
$269K 0.14%
+1,644
64
$241K 0.12%
12,596
+2,590
65
$239K 0.12%
5,005
+1,049
66
$237K 0.12%
4,611
67
$236K 0.12%
15,668
+2,675
68
$230K 0.12%
+19,303
69
$229K 0.12%
+1,440
70
$228K 0.12%
245
71
$228K 0.12%
3,216
+2
72
$226K 0.12%
2,689
+396
73
$222K 0.11%
711
-110
74
$221K 0.11%
2,148
-21
75
$218K 0.11%
1,926
+339
1 2
3
4