SWP
Summit Wealth Partners Portfolio holdings
AUM
$524M
1-Year Return
10.71%
This Quarter Return
+7.95%
1 Year Return
+10.71%
3 Year Return
+37.37%
5 Year Return
+51.62%
10 Year Return
–
AUM
$431M
AUM Growth
+$38.9M
(+9.9%)
Cap. Flow
+$8.98M
Cap. Flow
% of AUM
2.09%
Top 10 Holdings %
Top 10 Hldgs %
40.33%
Holding
218
New
34
Increased
72
Reduced
75
Closed
5
Top Buys
| 1 |
FT Vest US Equity Moderate Buffer ETF September
GSEP
|
$1.78M |
| 2 |
JPMorgan Core Plus Bond ETF
JCPB
|
$1.36M |
| 3 |
Vanguard Total Bond Market
BND
|
$1.11M |
| 4 |
iShares Core Total USD Bond Market ETF
IUSB
|
$1.05M |
| 5 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$1.04M |
Top Sells
Sector Composition
| 1 | Financials | 4.69% |
| 2 | Technology | 2.28% |
| 3 | Healthcare | 1.27% |
| 4 | Consumer Discretionary | 0.58% |
| 5 | Consumer Staples | 0.47% |
