PW
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:
0.88%
Gain
Monthly
0.05%
Yearly
0.57%
Drawdown
18.25%
$290.33M
Equity
Holdings
$290.33M
Investment
$244.42M
$47.83M
Profit -$1.66M
Realized
$1.93M
Unrealized
$45.91M
Dividends
$5.55M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.66M
Win %
78%
This Week
Compared To Last Week
Gain
-0.48%
Profit
-$1.39M
Win %
78%
This Month
Compared to last month
Gain
1.13%
Profit
$3.24M
Win %
78%
This Year
Compared to last year
Gain
12.09%
Profit
$31.32M
Win %
76%
MRK Merck & Co., Inc.
+2.54%
+$9,802.08 
BRK-B Berkshire Hathaway Inc.
+1.86%
+$167,268.78 
RTX RTX Corporation
+1.57%
+$25,970.81 
JNJ Johnson & Johnson
+1.53%
+$18,721.82 
VLO Valero Energy Corporation
+1.48%
+$3,812.29 
WFC Wells Fargo & Company
+1.45%
+$21,903.36 
FFIV F5 Inc.
+1.41%
+$10,102.83 
GD General Dynamics Corporation
+1.33%
+$8,236.9 
PCG PG&E Corporation
+1.25%
+$5,820.54 
SHLD Global X Defense Tech ETF
+1.23%
+$111,972.1 
LLY Eli Lilly and Company
+1.2%
+$14,956.53 
WMT Walmart Inc.
+1.03%
+$11,003.13 
NEE NextEra Energy, Inc.
+0.91%
+$1,820.88 
PG Procter & Gamble Co
+0.74%
+$2,217.6 
ET Energy Transfer L.P.
+0.69%
+$1,723.29 
LPLA LPL Financial Holdings Inc.
+0.66%
+$3,460.2 
XLP Consumer Staples Select Sector SPDR Fund
+0.65%
+$2,411.92 
UL Unilever PLC Sponsored American Depositary Receipt
+0.54%
+$4,351.32 
USB U.S. Bancorp
+0.47%
+$1,803.9 
GLD SPDR Gold Shares
+0.46%
+$3,420.55 
ORCL Oracle Corporation
+0.41%
+$5,828.28 
VYM Vanguard High Dividend Yield ETF
+0.41%
+$1,017.87 
HD The Home Depot, Inc.
+0.39%
+$1,818.41 
COST Costco Wholesale Corporation
+0.34%
+$655.69 
DGRO iShares Core Dividend Growth ETF
+0.33%
+$1,801.32 
USMV iShares MSCI USA Min Vol Factor ETF
+0.28%
+$1,994.02 
AGG iShares Core U.S. Aggregate Bond ETF
+0.23%
+$574.31 
IUSV iShares Core S&P U.S. Value ETF
+0.19%
+$2,556.33 
DFCF Dimensional Core Fixed Income ETF
+0.18%
+$664.87 
IVE ISHARES S&P 500 VALUE ETF
+0.18%
+$986.87 
FNX First Trust Mid Cap Core AlphaDEX Fund
+0.17%
+$1,735.86 
FEX First Trust Large Cap Core Fund A
+0.15%
+$2,144.94 
VO Vanguard Mid-Cap ETF
+0.15%
+$679.2 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.14%
+$29,334.24 
CHRW C.H. Robinson Worldwide, Inc.
+0.13%
+$899.14 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+0.11%
+$4,015.48 
IWD iShares Russell 1000 Value ETF
+0.09%
+$5,970.82 
FYX First Trust Small Cap Core AlphaDEX Fund
+0.08%
+$707.97 
CLOA iShares AAA CLO ETF
+0.08%
+$4,463.49 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.08%
+$520.41 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.04%
+$517.12 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$841.14 
GSST Goldman Sachs Access Ultra Short Bond Fund
+0.03%
+$2,114.51 
PAAA PGIM AAA CLO ETF
+0.03%
+$6,598.85 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$58.45 
CMCL
0%
$0 
NFLX Netflix, Inc.
-8.68%
-$29,121.75 
AMAT Applied Materials, Inc.
-4.82%
-$130,919.15 
META Meta Platforms Inc Class A
-4.27%
-$193,705.04 
KLAC KLA Corporation
-3.49%
-$11,475 
TSLA Tesla, Inc.
-2.32%
-$29,463.12 
MSFT Microsoft Corp.
-2.2%
-$38,419.29 
GSK GSK plc Sponsored ADR
-2.12%
-$6,412 
GOOG Alphabet Inc
-2.08%
-$57,510.96 
GOOGL Alphabet Inc
-2.06%
-$179,768.74 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-1.74%
-$7,392.88 
IEMG iShares Core MSCI Emerging Markets ETF
-1.7%
-$11,175.53 
IYW iShares U.S. Technology ETF
-1.65%
-$4,945.48 
SYF Synchrony Financial
-1.59%
-$8,669.46 
V Visa Inc. Class A
-1.56%
-$11,220.68 
ANET Arista Networks, Inc.
-1.54%
-$31,283.44 
JTEK JPMorgan U.S. Tech Leaders ETF
-1.48%
-$63,699.43 
NVDA NVIDIA Corporation
-1.41%
-$126,926.56 
IWF iShares Russell 1000 Growth ETF
-1.34%
-$129,833.28 
QQQ Invesco QQQ Trust, Series 1
-1.34%
-$12,300.32 
ACN Accenture plc Class A
-1.28%
-$2,022.06 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.25%
-$15,400.88 
IUSG iShares Core S&P U.S. Growth ETF
-1.18%
-$6,885.72 
CWBC Community West Bancshares
-1.03%
-$5,846.98 
AVGO Broadcom Inc.
-0.93%
-$15,451.87 
AAPL Apple Inc.
-0.92%
-$334,090.77 
RIO Rio Tinto Plc Sponsored ADR
-0.91%
-$4,409.62 
DTCR Global X Data Center & Digital Infrastructure ETF
-0.91%
-$53,525.79 
SPHQ Invesco S&P 500 Quality ETF
-0.88%
-$18,529.5 
DSI iShares MSCI KLD 400 Social ETF
-0.84%
-$14,814.87 
EFA iShares MSCI EAFE ETF
-0.74%
-$3,952.41 
AMZN Amazon.com Inc
-0.73%
-$19,215 
SCHF Schwab International Equity ETF
-0.68%
-$2,956.67 
KTOS Kratos Defense & Security Solutions, Inc.
-0.64%
-$954 
IVV iShares Core S&P 500 ETF
-0.61%
-$21,098.08 
VOO Vanguard S&P 500 ETF
-0.6%
-$3,257.3 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.6%
-$3,027.89 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$374,752.98 
SBUX Starbucks Corporation
-0.58%
-$2,598.12 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.56%
-$5,564.97 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.54%
-$2,290 
GPIX S&P 500 Core Premium Income Fund
-0.5%
-$14,361.6 
FCX Freeport-McMoRan Inc.
-0.46%
-$1,955.07 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.19%
-$1,314.33 Events
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Dividends
Dividend Analysis
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| Trades 409 | Longs Won 284/409 69% | Profit Factor 7.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $742,828.96 |
| Average Win $193,010.03 | Best Trade (Jul 15) $13.6M | Sharpe Ratio -60.68 |
| Average Loss -$55,847.88 | Worst Trade (Jul 15) -$1.53M | Z-Score 5.24 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 4d | Expectancy $116,953.21 |
| 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 | 5,208 | 4,688 | 4,167 | 3,646 | 3,125 | 2,604 | 2,083 | 1,563 | 1,042 | 521 |
Hover over the desired column for a detailed explanation.
Returns
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