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
76
$31.4K 0.02%
10,589
-2,594
77
$21.5K 0.01%
1,716
-14
78
$7.46K ﹤0.01%
1,500
-58
79
$7.2K ﹤0.01%
1,165
+13
80
$5.35K ﹤0.01%
298
+6
81
– –
-11,177
82
– –
-1,955
83
– –
-441
84
– –
-11,919
85
– –
-2,635
86
– –
-1,138
1 2 3
4