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
$139M
AUM Growth
+$8.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.93M
3
+$1.19M
4
ARKK icon
ARK Innovation ETF
ARKK
+$902K
5
T icon
AT&T
T
+$696K

Top Sells

1
+$2.13M
2
+$1.94M
3
+$1.86M
4
AVGO icon
Broadcom
AVGO
+$898K
5
AAPL icon
Apple
AAPL
+$614K

Sector Composition

1 Technology 14.62%
2 Healthcare 13.31%
3 Industrials 9.49%
4 Consumer Staples 9.44%
5 Utilities 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.76M 1.99%
19,319
+8,298
27
$2.7M 1.94%
70,924
+443
28
$2.67M 1.92%
9,625
-77
29
$2.58M 1.86%
224,028
+11,804
30
$2.53M 1.82%
12,037
-1,174
31
$2.51M 1.81%
31,695
+4,734
32
$2.32M 1.67%
69,476
-1,898
33
$2.24M 1.61%
76,946
+30
34
$2.23M 1.6%
30,952
+1,795
35
$2.07M 1.49%
22,516
+9,803
36
$1.93M 1.39%
+13,099
37
$1.77M 1.28%
17,365
-18,235
38
$1.76M 1.26%
40,566
+743
39
$1.69M 1.22%
14,390
-18,125
40
$1.45M 1.05%
42,352
-210
41
$1.37M 0.99%
50,642
-221
42
$1.05M 0.76%
7,548
+1,808
43
$1.04M 0.75%
3,499
+31
44
$1.04M 0.75%
22,464
+297
45
$1.01M 0.73%
6,947
+132
46
$989K 0.71%
5,117
+40
47
$946K 0.68%
33,005
-5,310
48
$942K 0.68%
15,784
+145
49
$929K 0.67%
9,270
+360
50
$906K 0.65%
5,506
+48
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