SWP
Significant Wealth Partners Portfolio holdings
AUM
$205M
1-Year Est. Return
2.39%
1 Year Est. Return
-2.39%
AUM
$204M
AUM Growth
+$8.43M
(+4.3%)
Holding
103
Top Buys
| 1 | +$2.37M | |
| 2 | +$935K | |
| 3 | +$689K | |
| 4 |
ERNZ
Elevation Series Trust TrueShares Active Yield ETF
ERNZ
|
+$603K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$453K |
Top Sells
| 1 | +$429K | |
| 2 | +$300K | |
| 3 | +$222K | |
| 4 |
Vanguard S&P 500 Growth ETF
VOOG
|
+$213K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$204K |
Sector Composition
| 1 | Consumer Staples | 3.62% |
| 2 | Healthcare | 3.26% |
| 3 | Technology | 1.95% |
| 4 | Utilities | 1.74% |
| 5 | Communication Services | 1.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Meta Platforms (Facebook)
META
$1.68T
| – | – |
-520
|
|
||
102
Invesco Senior Income Trust
VVR
$500M
| – | – |
-17,572
|
|
||
|
103
Vanguard High Dividend Yield ETF
VYM
$68.6B
| – | – |
-1,582
|
|