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
76
$170K 0.09%
+28,217
77
$148K 0.08%
+12,616
78
$106K 0.05%
+31,876
79
$80.9K 0.04%
+22,411
80
$66.4K 0.03%
+10,078
81
$44K 0.02%
+11,145
82
$40.1K 0.02%
+16,036
83
$37.8K 0.02%
+10,805
84
$16.6K 0.01%
1,716
85
– –
-3,085
86
– –
-2,456
87
– –
-1,528
88
– –
-6,469
89
– –
-4,064
90
– –
-1,284
91
– –
-1,141
92
– –
-3,671
93
– –
-367
94
– –
-3,911
95
– –
-10,589
96
– –
-1,500
97
– –
-12,885
98
– –
-298
99
– –
-1,325
100
– –
-621
1 2 3
4
5