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
101
$99.3K 0.05%
21,719
+2,453
102
$98.5K 0.05%
47,814
+25,553
103
$98.4K 0.05%
15,256
-148
104
$85.8K 0.04%
+11,066
105
$71.5K 0.03%
+11,531
106
$49.4K 0.02%
17,947
+6,664
107
– –
-24,923
108
– –
-5,469
109
– –
-1,360
110
– –
-887
1 2 3 4
5