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
$152M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$3.5M
3
+$3.14M
4
ARCH
Arch Resources, Inc.
ARCH
+$3.11M
5
FRO icon
Frontline
FRO
+$3.07M

Top Sells

1
+$4.81M
2
+$4.23M
3
+$3.9M
4
FCO
abrdn Global Income Fund
FCO
+$3.18M
5
LLY icon
Eli Lilly
LLY
+$3.06M

Sector Composition

1 Energy 15.63%
2 Real Estate 11.11%
3 Financials 10%
4 Consumer Staples 7.77%
5 Industrials 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
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