SWMG

Signature Wealth Management Group Portfolio holdings

AUM $263M
1-Year Est. Return 9.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$3.72M
3
+$2.74M
4
TSM icon
TSMC
TSM
+$2.34M
5
MSFT icon
Microsoft
MSFT
+$1.9M

Top Sells

1
+$4.38M
2
+$1.83M
3
+$1.77M
4
DE icon
Deere & Co
DE
+$1.74M
5
BLK icon
Blackrock
BLK
+$1.66M

Sector Composition

1 Technology 13.98%
2 Consumer Staples 12.17%
3 Healthcare 11.15%
4 Energy 7.51%
5 Consumer Discretionary 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMD icon
51
Advanced Micro Devices
AMD
$453B
$1.44M 0.55%
+7,101
CGXU icon
52
Capital Group International Focus Equity ETF
CGXU
$5.47B
$1.36M 0.52%
46,263
+205
IBMO icon
53
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$579M
$1.33M 0.5%
51,811
-5,786
KO icon
54
Coca-Cola
KO
$322B
$1.18M 0.45%
15,482
-78
NKE icon
55
Nike
NKE
$68.5B
$1.14M 0.43%
+21,591
IBMP icon
56
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$625M
$1.13M 0.43%
44,454
-6,608
PODD icon
57
Insulet
PODD
$13.6B
$1.13M 0.43%
5,385
+3,650
NOW icon
58
ServiceNow
NOW
$107B
$1.12M 0.43%
10,716
+390
IOT icon
59
Samsara
IOT
$18.6B
$1.1M 0.42%
+34,673
TSLA icon
60
Tesla
TSLA
$1.46T
$1.09M 0.42%
2,944
-2,926
TDG icon
61
TransDigm Group
TDG
$68.9B
$1.08M 0.41%
+936
COST icon
62
Costco
COST
$444B
$1.08M 0.41%
+1,088
IBMQ icon
63
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$634M
$1.08M 0.41%
42,263
-3,827
WSM icon
64
Williams-Sonoma
WSM
$24.5B
$1.06M 0.4%
5,819
-9,179
MDT icon
65
Medtronic
MDT
$108B
$1.02M 0.39%
+11,829
SPYM
66
State Street SPDR Portfolio S&P 500 ETF
SPYM
$135B
$998K 0.38%
+13,033
TMO icon
67
Thermo Fisher Scientific
TMO
$197B
$993K 0.38%
+2,020
AXP icon
68
American Express
AXP
$228B
$944K 0.36%
3,122
-4,733
WMT icon
69
Walmart Inc
WMT
$1.03T
$930K 0.35%
7,480
UNH icon
70
UnitedHealth
UNH
$316B
$909K 0.35%
+3,360
FBCG icon
71
Fidelity Blue Chip Growth ETF
FBCG
$5.96B
$824K 0.31%
+16,449
TECH icon
72
Bio-Techne
TECH
$9.54B
$823K 0.31%
+15,740
VOO icon
73
Vanguard S&P 500 ETF
VOO
$889B
$814K 0.31%
1,363
-13
CRWD icon
74
CrowdStrike
CRWD
$115B
$813K 0.31%
2,082
-2,916
DFUS icon
75
Dimensional US Equity ETF
DFUS
$19.4B
$812K 0.31%
11,444
+4,150
1 2
3
4 5