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
$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
276
$4K ﹤0.01%
111
277
$4K ﹤0.01%
100
278
$4K ﹤0.01%
282
-2,049
279
$3K ﹤0.01%
1,005
280
$3K ﹤0.01%
64
-1
281
$3K ﹤0.01%
+40
282
$3K ﹤0.01%
40
283
$3K ﹤0.01%
100
284
$3K ﹤0.01%
146
285
$3K ﹤0.01%
147
286
$3K ﹤0.01%
100
287
$3K ﹤0.01%
34
288
$3K ﹤0.01%
71
+60
289
$3K ﹤0.01%
100
290
$3K ﹤0.01%
125
291
$3K ﹤0.01%
64
292
$3K ﹤0.01%
284
293
$2K ﹤0.01%
100
294
$2K ﹤0.01%
89
+1
295
$2K ﹤0.01%
25
296
$2K ﹤0.01%
+50
297
$2K ﹤0.01%
152
298
$2K ﹤0.01%
42
299
$2K ﹤0.01%
120
300
$2K ﹤0.01%
100
10 11
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