SWMG

Signature Wealth Management Group Portfolio holdings

AUM $245M
1-Year Est. Return 7.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$5.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$2.09M
3
+$1.71M
4
BLK icon
Blackrock
BLK
+$405K
5
ARKK icon
ARK Innovation ETF
ARKK
+$352K

Top Sells

1
+$4.21M
2
+$3.34M
3
+$800K
4
NKE icon
Nike
NKE
+$477K
5
INTC icon
Intel
INTC
+$312K

Sector Composition

1 Consumer Discretionary 12.65%
2 Consumer Staples 12.03%
3 Technology 11.57%
4 Energy 11.26%
5 Utilities 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6K ﹤0.01%
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28
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475
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663
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+210
239
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$5K ﹤0.01%
500
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$5K ﹤0.01%
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245
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+50
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28
249
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113
250
$5K ﹤0.01%
75
8 9
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