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SWP

Significant Wealth Partners Portfolio holdings

AUM $92.4M
1-Year Est. Return 9.22%
This Fund
S&P 500
This Quarter Est. Return
+13.88%
1 Year Est. Return
+9.22%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$92.4M
AUM Growth
+$11.2M
Cap. Flow
+$3.29M
Cap. Flow %
3.57%
Top 10 Hldgs %
31.99%
Holding
121
New
10
Increased
83
Reduced
16
Closed
5

Top Buys

1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$653K
2
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$608K
3
DVN icon
Devon Energy
DVN
+$587K
4
GPIQ icon
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
+$581K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$506K

Top Sells

1
CTRA
Coterra Energy
CTRA
+$637K
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$611K
3
VTI icon
Vanguard Total Stock Market ETF
VTI
+$592K
4
AAPL icon
Apple
AAPL
+$391K
5
CNX icon
CNX Resources
CNX
+$213K

Sector Composition

1 Financials 20.08%
2 Consumer Discretionary 7.99%
3 Healthcare 6.07%
4 Energy 5.21%
5 Industrials 4.39%

No holdings matched the selected filter criteria.

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