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
+$352K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.34M
3
+$376K
4
GIS icon
General Mills
GIS
+$252K
5
BA icon
Boeing
BA
+$249K

Top Sells

1
+$3.74M
2
+$2.71M
3
+$1.27M
4
PFE icon
Pfizer
PFE
+$856K
5
PAYX icon
Paychex
PAYX
+$412K

Sector Composition

1 Technology 14.71%
2 Healthcare 11.74%
3 Consumer Discretionary 10.4%
4 Consumer Staples 8.01%
5 Industrials 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.23M 1.79%
122,814
+105
27
$3.23M 1.79%
124,029
+106
28
$3.2M 1.78%
24,103
-127
29
$3.18M 1.77%
125,627
+109
30
$3.15M 1.75%
73,265
-19,904
31
$3.14M 1.74%
21,739
+61
32
$3.12M 1.74%
35,417
-179
33
$3.1M 1.72%
69,223
+1,293
34
$3.09M 1.72%
8,959
+273
35
$2.97M 1.65%
62,195
-907
36
$2.73M 1.52%
14,208
-67
37
$2.54M 1.41%
95,347
+508
38
$2.52M 1.4%
87,800
+368
39
$2.48M 1.38%
11,845
+560
40
$2.27M 1.26%
68,883
+847
41
$2.14M 1.19%
8,292
+945
42
$2.08M 1.16%
51,305
+5,035
43
$2.06M 1.14%
12,271
+1,480
44
$1.98M 1.1%
14,024
+996
45
$1.95M 1.08%
3,131
+251
46
$1.84M 1.02%
6,775
+765
47
$1.82M 1.01%
105,886
-360
48
$1.77M 0.98%
8,050
+1,131
49
$1.76M 0.98%
31,463
+3,714
50
$1.74M 0.97%
4,451
+365
1
2
3 4