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
$130M
AUM Growth
-$6.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.73M
3
+$2.24M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$639K
5
SCI icon
Service Corp International
SCI
+$412K

Top Sells

1
+$3.17M
2
+$2.43M
3
+$2.37M
4
ABBV icon
AbbVie
ABBV
+$1.26M
5
VLO icon
Valero Energy
VLO
+$1.11M

Sector Composition

1 Consumer Discretionary 12.64%
2 Consumer Staples 12.41%
3 Technology 11.79%
4 Utilities 10.52%
5 Energy 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$425K 0.33%
4,223
+77
52
$422K 0.33%
6,358
+298
53
$412K 0.32%
+10,921
54
$408K 0.31%
3,185
-7
55
$408K 0.31%
4,647
+407
56
$399K 0.31%
11,629
+2,108
57
$397K 0.31%
5,888
+484
58
$397K 0.31%
4,640
+333
59
$396K 0.31%
2,325
+197
60
$395K 0.3%
16,780
+870
61
$381K 0.29%
6,589
+532
62
$368K 0.28%
5,922
+1,566
63
$292K 0.23%
9,861
-36
64
$283K 0.22%
9,477
-352
65
$213K 0.16%
1,568
-1,397
66
$208K 0.16%
2,280
67
$192K 0.15%
1,718
+248
68
$182K 0.14%
691
69
$167K 0.13%
1,598
-23,220
70
$148K 0.11%
1,087
+29
71
$147K 0.11%
6,214
+4,268
72
$143K 0.11%
914
-70
73
$135K 0.1%
2,600
-71
74
$132K 0.1%
719
-58
75
$121K 0.09%
852
+66
1 2
3
4 5