SWP
Summit Wealth Partners Portfolio holdings
AUM
$524M
1-Year Return
10.71%
This Quarter Return
+5.48%
1 Year Return
+10.71%
3 Year Return
+37.37%
5 Year Return
+51.62%
10 Year Return
–
AUM
$524M
AUM Growth
+$31.4M
(+6.4%)
Cap. Flow
+$9.54M
Cap. Flow
% of AUM
1.82%
Top 10 Holdings %
Top 10 Hldgs %
38.09%
Holding
218
New
10
Increased
67
Reduced
88
Closed
5
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$10.9M |
| 2 |
BlackRock Flexible Income ETF
BINC
|
$6.05M |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$4.16M |
| 4 |
Avantis US Large Cap Value ETF
AVLV
|
$2.36M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$1.44M |
Top Sells
Sector Composition
| 1 | Financials | 4.81% |
| 2 | Technology | 2.7% |
| 3 | Consumer Staples | 1.99% |
| 4 | Healthcare | 0.94% |
| 5 | Communication Services | 0.63% |
