SWP
Summit Wealth Partners Portfolio holdings
AUM
$524M
This Quarter Return
+4.3%
1 Year Return
+10.71%
3 Year Return
+37.37%
5 Year Return
+51.62%
10 Year Return
–
AUM
$289M
AUM Growth
–
Cap. Flow
+$289M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
45.28%
Holding
118
New
118
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$17.4M |
| 2 |
Brown & Brown
BRO
|
$15.8M |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$15.5M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$13.4M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$13.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 5.79% |
| 2 | Healthcare | 1.34% |
| 3 | Technology | 0.88% |
| 4 | Consumer Staples | 0.62% |
| 5 | Communication Services | 0.59% |
