SWP
Summit Wealth Partners Portfolio holdings
AUM
$524M
This Quarter Return
+13.39%
1 Year Return
+10.71%
3 Year Return
+37.37%
5 Year Return
+51.62%
10 Year Return
–
AUM
$310M
AUM Growth
+$310M
(+26%)
Cap. Flow
+$33M
Cap. Flow
% of AUM
10.66%
Top 10 Holdings %
Top 10 Hldgs %
42.07%
Holding
147
New
39
Increased
56
Reduced
32
Closed
4
Top Buys
| 1 |
iShares TIPS Bond ETF
TIP
|
$3.29M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$2.66M |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$2.22M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$2.13M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$2.02M |
Top Sells
Sector Composition
| 1 | Financials | 5.47% |
| 2 | Technology | 1.39% |
| 3 | Healthcare | 1.25% |
| 4 | Consumer Staples | 0.48% |
| 5 | Communication Services | 0.45% |
