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
$178M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$512K
3
+$419K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$374K
5
XOM icon
Exxon Mobil
XOM
+$323K

Top Sells

1
+$4.35M
2
+$4.1M
3
+$4.01M
4
CRF
Cornerstone Total Return Fund
CRF
+$3.98M
5
INSW icon
International Seaways
INSW
+$3.98M

Sector Composition

1 Consumer Staples 3.14%
2 Healthcare 2.82%
3 Technology 2.04%
4 Communication Services 1.66%
5 Utilities 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
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