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
326
$1K ﹤0.01%
+51
327
$1K ﹤0.01%
+10
328
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+40
329
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+53
330
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331
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+35
332
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+11
333
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+8
334
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+14
335
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+15
336
$1K ﹤0.01%
+12
337
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+11
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+7
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$1K ﹤0.01%
+100
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+22
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+11
345
$1K ﹤0.01%
+21
346
$1K ﹤0.01%
+16
347
$1K ﹤0.01%
+6
348
$1K ﹤0.01%
+100
349
$1K ﹤0.01%
+14
350
$1K ﹤0.01%
+54
12 13
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