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
276
$4K ﹤0.01%
+111
277
$4K ﹤0.01%
+100
278
$4K ﹤0.01%
+64
279
$4K ﹤0.01%
+111
280
$3K ﹤0.01%
+1,005
281
$3K ﹤0.01%
+66
282
$3K ﹤0.01%
+14
283
$3K ﹤0.01%
+31
284
$3K ﹤0.01%
+31
285
$3K ﹤0.01%
+58
286
$3K ﹤0.01%
+100
287
$3K ﹤0.01%
+46
288
$3K ﹤0.01%
+13
289
$3K ﹤0.01%
+66
290
$3K ﹤0.01%
+81
291
$3K ﹤0.01%
+45
292
$3K ﹤0.01%
+100
293
$3K ﹤0.01%
+20
294
$3K ﹤0.01%
+40
295
$3K ﹤0.01%
+47
296
$3K ﹤0.01%
+91
297
$3K ﹤0.01%
+125
298
$3K ﹤0.01%
+81
299
$3K ﹤0.01%
+284
300
$2K ﹤0.01%
+13
10 11
12
13 14