SGWP
Sun Group Wealth Partners Portfolio holdings
AUM
$127M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$127M
AUM Growth
+$2.63M
(+2.1%)
Holding
82
Top Buys
| 1 | +$1.63M | |
| 2 | +$779K | |
| 3 | +$608K | |
| 4 |
NVIDIA
NVDA
|
+$581K |
| 5 |
Meta Platforms (Facebook)
META
|
+$568K |
Top Sells
| 1 | +$2.38M | |
| 2 | +$1.79M | |
| 3 | +$420K | |
| 4 |
Apple
AAPL
|
+$402K |
| 5 |
Coinbase
COIN
|
+$371K |
Sector Composition
| 1 | Technology | 36.21% |
| 2 | Consumer Staples | 11.44% |
| 3 | Communication Services | 10.49% |
| 4 | Financials | 9.55% |
| 5 | Consumer Discretionary | 8.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
BigBear.ai
BBAI
$2.09B
| – | – |
-47,421
|
|
||
|
77
Coinbase
COIN
$45.8B
| – | – |
-1,641
|
|
||
78
Intuitive Surgical
ISRG
$148B
| – | – |
-417
|
|
||
79
Keurig Dr Pepper
KDP
$41B
| – | – |
-8,750
|
|
||
80
Marvell Technology
MRVL
$174B
| – | – |
-3,908
|
|
||
81
Roblox
RBLX
$32.7B
| – | – |
-29,358
|
|
||
82
Reddit
RDDT
$29.7B
| – | – |
-7,800
|
|