SWMG

Signature Wealth Management Group Portfolio holdings

AUM $258M
1-Year Est. Return 7.1%
This Quarter Est. Return
1 Year Est. Return
+7.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$4.28M
3
+$4.12M
4
VFC icon
VF Corp
VFC
+$4.03M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$3.89M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 13.69%
2 Technology 10.97%
3 Utilities 10.78%
4 Consumer Staples 9.93%
5 Energy 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7K 0.01%
+104
227
$6K ﹤0.01%
+1,200
228
$6K ﹤0.01%
+148
229
$6K ﹤0.01%
+100
230
$6K ﹤0.01%
+80
231
$6K ﹤0.01%
+90
232
$6K ﹤0.01%
+96
233
$6K ﹤0.01%
+80
234
$6K ﹤0.01%
+25
235
$6K ﹤0.01%
+294
236
$6K ﹤0.01%
+113
237
$6K ﹤0.01%
+69
238
$6K ﹤0.01%
+134
239
$6K ﹤0.01%
+63
240
$6K ﹤0.01%
+113
241
$6K ﹤0.01%
+122
242
$6K ﹤0.01%
+428
243
$6K ﹤0.01%
+127
244
$5K ﹤0.01%
+48
245
$5K ﹤0.01%
+112
246
$5K ﹤0.01%
+43
247
$5K ﹤0.01%
+128
248
$5K ﹤0.01%
+200
249
$5K ﹤0.01%
+72
250
$5K ﹤0.01%
+128
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