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Potentia Wealth Portfolio
Invests via Potentia Wealth | Managed by Kevin C. Swanson
Invests via Potentia Wealth
Managed by Kevin C. Swanson
Automatically Tracked
Company Profile
Boutique wealth manager focused on affluent and high-net-worth clients, Potentia Wealth offers wealth planning, investment management and fiduciary services across discretionary and advisory mandates. The firm emphasizes multi-asset portfolios, tax-aware strategies and retirement planning, partnering with family offices, trustees and financial advisors. Positioned for growth in private wealth channels, it competes on personalized service, technology-enabled reporting and fee-based advisory revenue models.
Boutique wealth manager focused on affluent and high-net-worth clients, Potentia Wealth offers wealth planning, investment management and fiduciary services across discretionary and advisory mandates. The firm emphasizes multi-asset portfolios, tax-aware strategies and retirement planning, partnering with family offices, trustees and financial advisors. Positioned for growth in private wealth channels, it competes on personalized service, technology-enabled reporting and fee-based advisory revenue models.
Investment Philosophy & Strategy
Boutique wealth manager focused on affluent and high-net-worth clients, Potentia Wealth offers wealth planning, investment management and fiduciary services across discretionary and advisory mandates. The firm emphasizes multi-asset portfolios, tax-aware strategies and retirement planning, partnering with family offices, trustees and financial advisors. Positioned for growth in private wealth channels, it competes on personalized service, technology-enabled reporting and fee-based advisory revenue models.
Boutique wealth manager focused on affluent and high-net-worth clients, Potentia Wealth offers wealth planning, investment management and fiduciary services across discretionary and advisory mandates. The firm emphasizes multi-asset portfolios, tax-aware strategies and retirement planning, partnering with family offices, trustees and financial advisors. Positioned for growth in private wealth channels, it competes on personalized service, technology-enabled reporting and fee-based advisory revenue models.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
21.09%
Gain -0.48%
Monthly
0.96%
Yearly
12.18%
Drawdown
17.46%
$248.83M
Equity
Holdings
$248.83M
Investment
$208.17M
$46.7M
Profit -$1.29M
Realized
$6.04M
Unrealized
$40.66M
Dividends
$5.13M
Goals
Avg. 68% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.48%
Profit
-$1.29M
Win %
78%
This Week
Compared To Last Week
Gain
-0.52%
Profit
-$1.29M
Win %
78%
This Month
Compared to last month
Gain
2.17%
Profit
$5.29M
Win %
78%
This Year
Compared to last year
Gain
1.78%
Profit
$4.33M
Win %
74%
MU Micron Technology, Inc.
+4.23%
+$7,168.44 
TSLA Tesla, Inc.
+3.8%
+$40,201.02 
META Meta Platforms Inc Class A
+2.79%
+$59,660.19 
JTEK JPMorgan U.S. Tech Leaders ETF
+1.65%
+$66,752.24 
AAPL Apple Inc.
+1%
+$256,975.74 
GOOGL Alphabet Inc
+0.82%
+$63,759.97 
SPY SPDR S&P 500 ETF Trust
+0.7%
+$432,408.16 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.67%
+$6,843.87 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
AVGO Broadcom Inc.
0%
+$0.06 
CHRW C.H. Robinson Worldwide, Inc.
0%
$0 
CLOA iShares AAA CLO ETF
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
GD General Dynamics Corporation
0%
+$0.02 
GOOG Alphabet Inc
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HPE Hewlett Packard Enterprise Company
0%
$0 
JNJ Johnson & Johnson
0%
+$0.05 
KLAC KLA Corporation
0%
$0 
MSFT Microsoft Corp.
0%
+$0.03 
NFLX Netflix, Inc.
0%
$0 
NVDA NVIDIA Corporation
0%
$0 
ORCL Oracle Corporation
0%
$0 
RTX RTX Corporation
0%
$0 
SBUX Starbucks Corporation
0%
$0 
STX Seagate Technology Holdings plc
0%
$0 
UL Unilever PLC Sponsored American Depositary Receipt
0%
$0 
V Visa Inc. Class A
0%
-$0.02 
WFC Wells Fargo & Company
0%
$0 
AOM iShares Core 40/60 Moderate Allocation ETF
0%
$0 
DFCF Dimensional Core Fixed Income ETF
0%
$0 
DSI iShares MSCI KLD 400 Social ETF
0%
$0 
GLD SPDR Gold Shares
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
+$0.03 
IUSG iShares Core S&P U.S. Growth ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IUSV iShares Core S&P U.S. Value ETF
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
+$0.26 
IYW iShares U.S. Technology ETF
0%
$0 
JGRO JPMorgan Active Growth ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
PAAA PGIM AAA CLO ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
-$0.01 
RWJ Invesco S&P SmallCap 600 Revenue ETF
0%
$0 
SHLD Global X Defense Tech ETF
0%
$0 
SPHQ Invesco S&P 500 Quality ETF
0%
$0 
SNPE Xtrackers S&P 500 ESG ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
+$0.01 
GPIX S&P 500 Core Premium Income Fund
0%
$0 
DTCR Global X Data Center & Digital Infrastructure ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 MFSV
MFSV
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 459 | Longs Won 314/459 68% | Profit Factor 6.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $711,268.57 |
| Average Win $174,505.82 | Best Trade (Aug 14) $14.57M | Sharpe Ratio -60.15 |
| Average Loss -$55,829.12 | Worst Trade (Mar 31) -$1.14M | Z-Score 3.36 (99.92%) |
| Commissions $0 | Avg. Trade Length 9m 3w 4d | Expectancy $101,742.06 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,464 | 4,018 | 3,571 | 3,125 | 2,679 | 2,232 | 1,786 | 1,339 | 893 | 446 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 85,374 | $21.95M | $26.06M | - | $4.11M | 18.7% | +0.996% |
 AMAT Applied Materials, Inc. | 4,289 | $697,521.36 | $2.29M | - | $1.6M | 228.68% | -2.483% |
| AMD Advanced Micro Devices, Inc. | 984 | $571,616 | $475,203.11 | - | -$96,412.89 | -16.87% | 0.0 |
| AMZN Amazon.com Inc | 8,589 | $1.86M | $2.3M | - | $440,048.67 | 23.71% | 0.0 |
 ANET Arista Networks, Inc. | 2,232 | $325,224.93 | $454,479.84 | - | $129,254.91 | 39.74% | -3.268% |
| AOM iShares Core 40/60 Moderate Allocation ETF | 13,902 | $660,879.89 | $693,709.8 | - | $32,829.91 | 4.97% | 0.0 |
| AVGO Broadcom Inc. | 4,757 | $1.58M | $1.98M | - | $397,185.27 | 25.11% | 0.0 |
 BRK-B Berkshire Hathaway Inc. | 4,054 | $1.97M | $2.07M | - | $99,000.51 | 5.03% | -0.016% |
| CHRW C.H. Robinson Worldwide, Inc. | 3,393 | $357,906.17 | $497,753.1 | - | $139,846.93 | 39.07% | 0.0 |
| CLOA iShares AAA CLO ETF | 78,490 | $4.06M | $4.07M | - | $4,769.68 | 0.12% | 0.0 |
| CSCO Cisco Systems, Inc. | 2,281 | $267,887 | $282,570.28 | - | $14,683.28 | 5.48% | 0.0 |
| DFCF Dimensional Core Fixed Income ETF | 8,865 | $379,068.1 | $369,315.9 | - | -$9,752.2 | -2.57% | 0.0 |
| DSI iShares MSCI KLD 400 Social ETF | 11,294 | $1.24M | $1.66M | - | $427,987.02 | 34.64% | 0.0 |
| DTCR Global X Data Center & Digital Infrastructure ETF | 191,323 | $3.92M | $5.49M | - | $1.57M | 40.09% | 0.0 |
| GD General Dynamics Corporation | 1,681 | $448,747.07 | $662,667.01 | - | $213,919.94 | 47.67% | 0.0 |
| GLD SPDR Gold Shares | 2,077 | $510,208.79 | $841,018.86 | - | $330,810.07 | 64.84% | 0.0 |
| GOOG Alphabet Inc | 5,154 | $1.14M | $1.76M | - | $623,828.83 | 54.69% | 0.0 |
| GOOGL Alphabet Inc | 22,610 | $5.73M | $7.83M | - | $2.1M | 36.58% | +0.821% |
| GPIX S&P 500 Core Premium Income Fund | 51,325 | $2.69M | $2.9M | - | $204,067.18 | 7.58% | 0.0 |
| GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 6,913 | $796,239 | $1.03M | - | $231,793.23 | 29.11% | +0.67% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Potentia Wealth?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $2.16M, Berkshire Hathaway Inc - $1.38M, SPDR Portfolio S&P 500 Value ETF - $1.38M, Apple Inc - $1.05M, and PGIM AAA CLO ETF - $813,305.39. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Tesla, Inc - $1.13M, Microsoft Corp - $604,746.43, Global X Cybersecurity ETF - $563,882.64, Invesco S&P SmallCap 600 Revenue ETF - $465,387.05, and Arista Networks, Inc - $334,020.67. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Potentia Wealth's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.13M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $961,621.28, PGIM AAA CLO ETF - $817,452.66, SPDR Portfolio S&P 500 Value ETF - $594,548.77, Goldman Sachs Access Ultra Short Bond Fund - $309,960.96, and S&P 500 Core Premium Income Fund - $191,463. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Potentia Wealth's monthly returns?
Potentia Wealth's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Potentia Wealth's strategy be considered aggressive or moderate?
Potentia Wealth's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Potentia Wealth's strategy?
Potentia Wealth's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
