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
$222M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$3.73M
3
+$3.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.25M
5
LRCX icon
Lam Research
LRCX
+$2.07M

Top Sells

1
+$3.36M
2
+$3.32M
3
+$1.83M
4
SWKS icon
Skyworks Solutions
SWKS
+$1.81M
5
CVX icon
Chevron
CVX
+$1.76M

Sector Composition

1 Technology 14.74%
2 Healthcare 12.24%
3 Consumer Discretionary 11.91%
4 Industrials 8.2%
5 Energy 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.7M 1.67%
+17,247
27
$3.56M 1.6%
25,134
+3,260
28
$3.52M 1.58%
139,419
+13,398
29
$3.52M 1.58%
140,192
+16,842
30
$3.51M 1.58%
28,474
+2,879
31
$3.5M 1.57%
21,469
-10,835
32
$3.47M 1.56%
137,386
+13,732
33
$3.45M 1.55%
139,997
+13,467
34
$3.42M 1.54%
51,543
+12,278
35
$3.23M 1.45%
24,804
+2,732
36
$3.16M 1.42%
67,780
+12,735
37
$3.12M 1.41%
124,780
-480
38
$2.92M 1.31%
15,916
+1,967
39
$2.89M 1.3%
117,971
+19,690
40
$2.86M 1.29%
13,925
+2,017
41
$2.86M 1.29%
108,488
+16,065
42
$2.83M 1.27%
103,690
+67,710
43
$2.72M 1.23%
78,265
+10,088
44
$2.48M 1.12%
4,447
+992
45
$2.44M 1.1%
13,036
-510
46
$2.42M 1.09%
12,651
+3,330
47
$2.3M 1.03%
10,823
+3,182
48
$2.28M 1.03%
4,477
-127
49
$2.25M 1.01%
+16,140
50
$2.23M 1.01%
41,570
+38,570
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