SWMG

Signature Wealth Management Group Portfolio holdings

AUM $245M
1-Year Est. Return 7.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.54%
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
351
$1K ﹤0.01%
+22
352
$1K ﹤0.01%
+10
353
$1K ﹤0.01%
+45
354
$1K ﹤0.01%
+84
355
$1K ﹤0.01%
+20
356
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+8
357
$1K ﹤0.01%
+27
358
$1K ﹤0.01%
+120
359
$1K ﹤0.01%
+12
360
$1K ﹤0.01%
+22
361
$1K ﹤0.01%
+11
362
$1K ﹤0.01%
+55
363
$1K ﹤0.01%
+45
364
$1K ﹤0.01%
+5
365
$1K ﹤0.01%
+27
366
$1K ﹤0.01%
+22
367
$1K ﹤0.01%
+51
368
$1K ﹤0.01%
+10
369
$1K ﹤0.01%
+40
370
$1K ﹤0.01%
+53
371
$1K ﹤0.01%
+22
372
$1K ﹤0.01%
+35
373
$1K ﹤0.01%
+11
374
$1K ﹤0.01%
+8
375
$0 ﹤0.01%
+8
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