SWMG
Signature Wealth Management Group Portfolio holdings
AUM
$253M
This Quarter Return
+4.06%
1 Year Return
+11.32%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$135M
AUM Growth
+$135M
(+4.2%)
Cap. Flow
+$1.27M
Cap. Flow
% of AUM
0.94%
Top 10 Holdings %
Top 10 Hldgs %
32%
Holding
359
New
15
Increased
62
Reduced
41
Closed
21
Top Buys
| 1 |
Williams-Sonoma
WSM
|
$3.91M |
| 2 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
$2.09M |
| 3 |
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
$1.71M |
| 4 |
Blackrock
BLK
|
$405K |
| 5 |
ARK Innovation ETF
ARKK
|
$352K |
Top Sells
| 1 |
VF Corp
VFC
|
$4.21M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$3.34M |
| 3 |
Southern Company
SO
|
$800K |
| 4 |
Nike
NKE
|
$477K |
| 5 |
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% |
