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
$180M
AUM Growth
+$9.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$1.53M
3
+$1.36M
4
TSLA icon
Tesla
TSLA
+$919K
5
SO icon
Southern Company
SO
+$878K

Top Sells

1
+$3.2M
2
+$1.68M
3
+$1.38M
4
SNA icon
Snap-on
SNA
+$286K
5
CVS icon
CVS Health
CVS
+$260K

Sector Composition

1 Technology 15.03%
2 Healthcare 14.48%
3 Consumer Discretionary 9.82%
4 Consumer Staples 7.87%
5 Industrials 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.26M 1.82%
21,678
-238
27
$3.26M 1.82%
53,517
+37
28
$3.25M 1.81%
24,330
+1,284
29
$3.24M 1.8%
122,709
-857
30
$3.23M 1.8%
123,923
-782
31
$3.19M 1.77%
125,518
-3,257
32
$3.17M 1.77%
157,263
+669
33
$3.17M 1.76%
35,596
-661
34
$3.14M 1.75%
63,102
-542
35
$3.11M 1.73%
142,940
-6,675
36
$2.75M 1.53%
14,275
-343
37
$2.54M 1.42%
94,839
+8,120
38
$2.53M 1.41%
87,432
+2,000
39
$2.52M 1.4%
11,285
-1,281
40
$2.26M 1.26%
68,036
-632
41
$1.98M 1.1%
106,246
-2,510
42
$1.78M 0.99%
13,028
+968
43
$1.78M 0.99%
10,791
+104
44
$1.72M 0.96%
46,270
+4,145
45
$1.72M 0.96%
8,976
+1,165
46
$1.67M 0.93%
7,347
+4,053
47
$1.66M 0.92%
6,919
+520
48
$1.65M 0.92%
8,292
+245
49
$1.64M 0.91%
4,086
+226
50
$1.58M 0.88%
2,880
+177
1
2
3 4