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
51
$429K 0.21%
3,674
+972
52
$422K 0.21%
3,740
53
$421K 0.21%
5,301
+562
54
$418K 0.2%
3,365
+561
55
$417K 0.2%
16,338
+5,116
56
$413K 0.2%
4,191
-31
57
$411K 0.2%
9,144
+1,361
58
$407K 0.2%
44,452
+731
59
$398K 0.19%
15,132
+2,066
60
$397K 0.19%
4,042
+421
61
$383K 0.19%
11,926
+1,204
62
$376K 0.18%
9,752
-10
63
$365K 0.18%
1,156
+2
64
$354K 0.17%
17,046
+4,407
65
$350K 0.17%
1,743
+293
66
$336K 0.16%
38,152
-293
67
$335K 0.16%
5,053
+705
68
$331K 0.16%
4,492
+16
69
$319K 0.16%
4,157
+603
70
$310K 0.15%
11,682
-864
71
$309K 0.15%
6,182
-40,000
72
$302K 0.15%
3,507
+631
73
$299K 0.15%
13,131
+1,891
74
$294K 0.14%
2,450
75
$281K 0.14%
3,012
+654
1 2
3
4 5