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
$228M
AUM Growth
+$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$992K
3
+$422K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$422K
5
SO icon
Southern Company
SO
+$240K

Top Sells

1
+$3.53M
2
+$1.5M
3
+$1.37M
4
WMB icon
Williams Companies
WMB
+$409K
5
NEE icon
NextEra Energy
NEE
+$248K

Sector Composition

1 Technology 15.23%
2 Healthcare 9.87%
3 Financials 6.22%
4 Consumer Discretionary 5.99%
5 Utilities 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.57M 1.56%
75,148
+3,171
27
$3.57M 1.56%
72,019
+191
28
$3.54M 1.55%
159,605
+1,488
29
$3.42M 1.5%
87,940
+992
30
$3.37M 1.48%
24,636
+451
31
$3.33M 1.46%
62,710
+139
32
$3.25M 1.42%
160,053
+3,708
33
$2.94M 1.29%
+70,703
34
$2.93M 1.28%
46,246
+760
35
$2.5M 1.09%
27,222
-45
36
$2.15M 0.94%
87,581
+1,656
37
$2.15M 0.94%
4,604
+57
38
$2.08M 0.91%
6,319
-142
39
$2.06M 0.9%
13,553
-173
40
$2.05M 0.9%
29,218
+630
41
$2.03M 0.89%
8,763
-224
42
$1.99M 0.87%
75,309
+820
43
$1.94M 0.85%
15,731
+211
44
$1.94M 0.85%
17,642
+402
45
$1.92M 0.84%
9,129
+386
46
$1.9M 0.83%
10,345
+2,299
47
$1.89M 0.83%
34,995
+190
48
$1.85M 0.81%
2,814
+67
49
$1.83M 0.8%
6,806
+132
50
$1.82M 0.8%
4,741
+45
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2
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