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
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123
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124
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