SWMG
Signature Wealth Management Group Portfolio holdings
AUM
$258M
1-Year Est. Return
7.1%
1 Year Est. Return
+7.1%
AUM
$258M
AUM Growth
+$4.25M
(+1.7%)
Holding
119
Top Buys
| 1 | +$3.11M | |
| 2 | +$1.19M | |
| 3 | +$953K | |
| 4 |
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
|
+$432K |
| 5 |
General Mills
GIS
|
+$338K |
Sector Composition
| 1 | Technology | 14.44% |
| 2 | Healthcare | 9.03% |
| 3 | Consumer Staples | 8.92% |
| 4 | Consumer Discretionary | 7.37% |
| 5 | Energy | 6.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Paychex
PAYX
$39.9B
| $4.05M | 1.57% |
31,926
+1,543
|
|
||
27
Gaming and Leisure Properties
GLPI
$12.2B
| $4.01M | 1.56% |
86,081
+2,325
|
|
||
28
PepsiCo
PEP
$203B
| $3.91M | 1.52% |
27,825
+2,224
|
|
||
29
Bristol-Myers Squibb
BMY
$98.2B
| $3.68M | 1.43% |
81,693
+6,043
|
|
||
30
Texas Instruments
TXN
$159B
| $3.52M | 1.36% |
19,143
+96
|
|
||
31
NVIDIA
NVDA
$4.41T
| $3.21M | 1.25% |
17,220
-146
|
|
||
|
32
General Mills
GIS
$24.5B
| $2.98M | 1.16% |
59,116
+6,702
|
|
||
33
Williams-Sonoma
WSM
$21.3B
| $2.97M | 1.15% |
15,182
-160
|
|
||
34
American Express
AXP
$248B
| $2.89M | 1.12% |
8,716
-79
|
|
||
35
Alphabet (Google) Class C
GOOG
$3.81T
| $2.76M | 1.07% |
11,313
-89
|
|
||
|
36
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$921M
| $2.75M | 1.07% |
104,815
+16,478
|
|
||
37
Target
TGT
$41B
| $2.73M | 1.06% |
30,466
+1,053
|
|
||
38
Blackrock
BLK
$161B
| $2.72M | 1.05% |
2,329
-23
|
|
||
39
Apple
AAPL
$4.23T
| $2.72M | 1.05% |
10,663
+59
|
|
||
40
Tesla
TSLA
$1.43T
| $2.64M | 1.02% |
5,931
-40
|
|
||
41
iShares 20+ Year Treasury Bond ETF
TLT
$49.4B
| $2.59M | 1% |
28,955
-47
|
|
||
42
CrowdStrike
CRWD
$130B
| $2.46M | 0.95% |
5,009
+64
|
|
||
43
Flowers Foods
FLO
$2.26B
| $2.43M | 0.94% |
185,965
-107
|
|
||
44
United Parcel Service
UPS
$81.1B
| $2.42M | 0.94% |
29,019
+519
|
|
||
45
IBM
IBM
$282B
| $2.39M | 0.93% |
8,471
-9,562
|
|
||
46
Invesco Taxable Municipal Bond ETF
BAB
$1.01B
| $2.22M | 0.86% |
81,380
+2,580
|
|
||
47
Tractor Supply
TSCO
$28.1B
| $2.17M | 0.84% |
38,182
-676
|
|
||
48
Intuit
INTU
$177B
| $2.16M | 0.84% |
3,167
-52
|
|
||
49
KB Home
KBH
$4.16B
| $2.08M | 0.81% |
32,623
-757
|
|
||
50
Bitwise Bitcoin ETF
BITB
$3.5B
| $2.05M | 0.8% |
32,927
-435
|
|