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
1
$153M 79.15%
6,373,479
+318,442
2
$3.48M 1.8%
5,938
+2,546
3
$2.9M 1.5%
46,182
4
$2.11M 1.09%
5,767
+269
5
$1.25M 0.65%
7,045
-813
6
$1.22M 0.63%
5,561
+1,771
7
$1.09M 0.56%
8,087
+703
8
$1.08M 0.56%
4,329
+28
9
$892K 0.46%
1,655
+99
10
$885K 0.46%
5,245
-8,269
11
$819K 0.42%
1,602
+137
12
$736K 0.38%
3,288
+1
13
$698K 0.36%
7,727
-431
14
$682K 0.35%
26,688
+8,857
15
$679K 0.35%
5,999
+985
16
$642K 0.33%
+8,108
17
$628K 0.33%
9,846
+3,264
18
$578K 0.3%
+6,113
19
$578K 0.3%
2,615
+756
20
$549K 0.28%
+13,106
21
$546K 0.28%
+18,107
22
$540K 0.28%
5,844
-214
23
$533K 0.28%
+1,839
24
$510K 0.26%
3,013
+1,660
25
$506K 0.26%
3,116
-579
1
2 3 4 5