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
76
$275K 0.13%
2,528
+820
77
$270K 0.13%
10,591
+1,115
78
$268K 0.13%
4,611
79
$251K 0.12%
+1,740
80
$249K 0.12%
3,427
-223
81
$246K 0.12%
3,257
+2
82
$243K 0.12%
1,406
+144
83
$241K 0.12%
16,101
-41
84
$239K 0.12%
+500
85
$237K 0.12%
+1,209
86
$223K 0.11%
+6,114
87
$220K 0.11%
2,337
+265
88
$219K 0.11%
+1,532
89
$214K 0.1%
1,317
+92
90
$213K 0.1%
+2,814
91
$208K 0.1%
+684
92
$205K 0.1%
+1,077
93
$202K 0.1%
1,029
-65
94
$195K 0.1%
15,268
+776
95
$170K 0.08%
54,233
+13,376
96
$140K 0.07%
+10,233
97
$139K 0.07%
13,687
+1,816
98
$130K 0.06%
40,391
+3,554
99
$127K 0.06%
+10,220
100
$106K 0.05%
+10,817
1 2 3
4
5