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
$159M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.63M
3
+$1.27M
4
CRM icon
Salesforce
CRM
+$1.06M
5
ILMN icon
Illumina
ILMN
+$996K

Top Sells

1
+$1.45M
2
+$989K
3
+$942K
4
C icon
Citigroup
C
+$627K
5
DAL icon
Delta Air Lines
DAL
+$288K

Sector Composition

1 Healthcare 15%
2 Technology 14.43%
3 Industrials 9.6%
4 Consumer Staples 8.26%
5 Financials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.95M 1.86%
64,151
+1,778
27
$2.92M 1.84%
49,729
+738
28
$2.88M 1.82%
17,580
-1,739
29
$2.79M 1.76%
10,509
+884
30
$2.75M 1.74%
20,407
+538
31
$2.71M 1.71%
47,988
+7,422
32
$2.68M 1.69%
31,714
+762
33
$2.65M 1.67%
11,931
-106
34
$2.65M 1.67%
28,764
+32
35
$2.61M 1.64%
33,397
+1,702
36
$2.35M 1.48%
70,264
+788
37
$2.3M 1.45%
77,803
+857
38
$2.23M 1.4%
14,605
+215
39
$2.19M 1.38%
12,806
-293
40
$2.1M 1.32%
17,464
+99
41
$1.63M 1.03%
+111,770
42
$1.38M 0.87%
50,207
-435
43
$1.32M 0.84%
7,517
-31
44
$1.3M 0.82%
12,201
+1,857
45
$1.27M 0.8%
+5,934
46
$1.25M 0.79%
5,871
+365
47
$1.24M 0.78%
1,723
+217
48
$1.24M 0.78%
23,688
+1,224
49
$1.24M 0.78%
10,250
+980
50
$1.12M 0.71%
4,883
+1,475
1
2
3 4