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
$197M
AUM Growth
-$8.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.96M
3
+$1.96M
4
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$1.02M
5
DE icon
Deere & Co
DE
+$899K

Top Sells

1
+$3.6M
2
+$2.74M
3
+$1.93M
4
SNA icon
Snap-on
SNA
+$973K
5
GIS icon
General Mills
GIS
+$586K

Sector Composition

1 Technology 11.91%
2 Consumer Discretionary 11.76%
3 Healthcare 9.93%
4 Industrials 6.28%
5 Consumer Staples 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.29M 1.67%
29,207
+305
27
$3.27M 1.66%
56,194
+597
28
$3.24M 1.65%
35,094
+217
29
$3.19M 1.62%
73,215
+2,309
30
$3.17M 1.61%
35,480
-3,152
31
$3.12M 1.59%
78,011
+2,391
32
$3.02M 1.54%
25,441
+428
33
$2.96M 1.5%
+18,909
34
$2.89M 1.47%
17,863
-308
35
$2.88M 1.46%
86,697
+3,874
36
$2.68M 1.36%
26,979
+1,948
37
$2.67M 1.36%
60,855
+2,796
38
$2.63M 1.34%
17,015
+561
39
$2.23M 1.13%
59,995
-7,475
40
$2.19M 1.11%
15,868
-577
41
$2.16M 1.1%
4,274
-420
42
$1.96M 0.99%
+39,966
43
$1.95M 0.99%
76,097
+3,211
44
$1.9M 0.97%
9,437
-4,835
45
$1.8M 0.91%
13,341
-269
46
$1.78M 0.9%
30,210
-432
47
$1.76M 0.89%
3,196
-103
48
$1.75M 0.89%
28,140
-1,419
49
$1.7M 0.87%
4,396
-248
50
$1.66M 0.84%
15,897
+623
1
2
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