SWP
Summit Wealth Partners Portfolio holdings
AUM
$524M
This Quarter Return
+5.03%
1 Year Return
+10.71%
3 Year Return
+37.37%
5 Year Return
+51.62%
10 Year Return
–
AUM
$333M
AUM Growth
+$333M
(+7.4%)
Cap. Flow
+$8.92M
Cap. Flow
% of AUM
2.68%
Top 10 Holdings %
Top 10 Hldgs %
44.83%
Holding
156
New
13
Increased
73
Reduced
43
Closed
8
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$9.18M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$3.66M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$1.82M |
| 4 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$1.46M |
| 5 |
Apple
AAPL
|
$1.14M |
Top Sells
Sector Composition
| 1 | Financials | 5.66% |
| 2 | Healthcare | 1.31% |
| 3 | Technology | 1.18% |
| 4 | Consumer Staples | 0.55% |
| 5 | Consumer Discretionary | 0.43% |
