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
$130M
AUM Growth
-$6.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.73M
3
+$2.24M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$639K
5
SCI icon
Service Corp International
SCI
+$412K

Top Sells

1
+$3.17M
2
+$2.43M
3
+$2.37M
4
ABBV icon
AbbVie
ABBV
+$1.26M
5
VLO icon
Valero Energy
VLO
+$1.11M

Sector Composition

1 Consumer Discretionary 12.64%
2 Consumer Staples 12.41%
3 Technology 11.79%
4 Utilities 10.52%
5 Energy 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$5K ﹤0.01%
100
252
$5K ﹤0.01%
55
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$5K ﹤0.01%
43
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$5K ﹤0.01%
+89
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$5K ﹤0.01%
428
256
$4K ﹤0.01%
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$4K ﹤0.01%
41
+33
258
$4K ﹤0.01%
64
259
$4K ﹤0.01%
44
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$4K ﹤0.01%
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71
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+50
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$4K ﹤0.01%
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265
$4K ﹤0.01%
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106
-22
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$4K ﹤0.01%
146
268
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13
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-17,944
270
$4K ﹤0.01%
68
271
$4K ﹤0.01%
100
272
$4K ﹤0.01%
100
273
$3K ﹤0.01%
125
274
$3K ﹤0.01%
100
275
$3K ﹤0.01%
111
9 10
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12 13