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
+$11.3M
2
+$4.01M
3
+$3.88M
4
VLO icon
Valero Energy
VLO
+$3.84M
5
VFC icon
VF Corp
VFC
+$3.82M

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%
+84
352
$1K ﹤0.01%
+20
353
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+8
354
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355
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+120
356
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357
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+22
358
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+11
359
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360
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+45
361
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+5
362
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363
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364
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+51
365
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366
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367
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368
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369
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+35
370
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+11
371
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+8
372
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373
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+6
374
$1K ﹤0.01%
+7
375
$0 ﹤0.01%
+30
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