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
$216M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$8.59M
2
+$8.42M
3
+$7.75M
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$6.11M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$5.36M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.97%
2 Healthcare 9.32%
3 Consumer Discretionary 6.9%
4 Financials 6.04%
5 Utilities 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.53M 1.63%
+69,820
27
$3.51M 1.62%
+41,699
28
$3.44M 1.59%
+152,797
29
$3.41M 1.58%
+62,237
30
$3.39M 1.57%
+19,867
31
$3.2M 1.48%
+64,647
32
$3.03M 1.4%
+82,069
33
$2.88M 1.33%
+44,288
34
$2.75M 1.27%
+132,178
35
$2.67M 1.23%
+27,016
36
$2.25M 1.04%
+85,942
37
$2.08M 0.96%
+4,578
38
$2.06M 0.95%
+76,404
39
$1.91M 0.88%
+14,173
40
$1.75M 0.81%
+2,796
41
$1.73M 0.8%
+6,948
42
$1.71M 0.79%
+6,703
43
$1.69M 0.78%
+27,074
44
$1.67M 0.77%
+8,899
45
$1.63M 0.75%
+6,696
46
$1.63M 0.75%
+2,010
47
$1.63M 0.75%
+8,459
48
$1.58M 0.73%
+3,004
49
$1.55M 0.72%
+16,548
50
$1.53M 0.71%
+15,192
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