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
$211M
AUM Growth
+$6.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.39M
3
+$1.06M
4
TSLA icon
Tesla
TSLA
+$759K
5
LNG icon
Cheniere Energy
LNG
+$755K

Top Sells

1
+$1.29M
2
+$1.08M
3
+$810K
4
MSFT icon
Microsoft
MSFT
+$731K
5
AXP icon
American Express
AXP
+$629K

Sector Composition

1 Technology 11.57%
2 Healthcare 8.91%
3 Consumer Discretionary 8.34%
4 Industrials 7.05%
5 Consumer Staples 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.62M 1.72%
14,974
+595
27
$3.58M 1.7%
27,485
+257
28
$3.49M 1.66%
12,117
-2,535
29
$3.47M 1.65%
26,469
+510
30
$3.41M 1.62%
62,199
+2,220
31
$3.4M 1.61%
83,233
+3,616
32
$3.22M 1.53%
17,321
+174
33
$3.07M 1.46%
34,951
+2,389
34
$2.96M 1.4%
30,109
+2,627
35
$2.79M 1.32%
87,441
+4,121
36
$2.53M 1.2%
74,337
+758
37
$2.46M 1.17%
119,100
+19,938
38
$2.42M 1.15%
19,910
+1,729
39
$2.28M 1.08%
11,005
+3,657
40
$2.25M 1.07%
9,100
-450
41
$2.08M 0.99%
77,309
+1,384
42
$2.05M 0.97%
4,344
-108
43
$1.88M 0.89%
11,430
-3,255
44
$1.75M 0.83%
43,587
-11,384
45
$1.54M 0.73%
32,835
-3,085
46
$1.46M 0.69%
18,588
-2,443
47
$1.42M 0.67%
26,760
-7,060
48
$1.4M 0.67%
52,774
+1,217
49
$1.39M 0.66%
54,587
+1,264
50
$1.39M 0.66%
+10,132
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