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
76
$217K 0.11%
8,993
+3,596
77
$215K 0.11%
+3,650
78
$212K 0.11%
14,396
+1,780
79
$212K 0.11%
8,349
+357
80
$204K 0.1%
+1,166
81
$204K 0.1%
+1,582
82
$188K 0.1%
34,269
+6,052
83
$160K 0.08%
+10,262
84
$131K 0.07%
+10,196
85
$113K 0.06%
38,546
+6,670
86
$91.2K 0.05%
27,067
+4,656
87
$67.1K 0.03%
+10,451
88
$65.9K 0.03%
17,572
+6,427
89
$61.1K 0.03%
24,829
+8,793
90
$48K 0.02%
12,148
+2,070
91
$31K 0.02%
13,771
+2,966
92
$14.8K 0.01%
1,648
-68
93
– –
-648
94
– –
-609
1 2 3
4