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
$135M
AUM Growth
+$5.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$2.09M
3
+$1.71M
4
BLK icon
Blackrock
BLK
+$405K
5
ARKK icon
ARK Innovation ETF
ARKK
+$352K

Top Sells

1
+$4.21M
2
+$3.34M
3
+$800K
4
NKE icon
Nike
NKE
+$477K
5
INTC icon
Intel
INTC
+$312K

Sector Composition

1 Consumer Discretionary 12.65%
2 Consumer Staples 12.03%
3 Technology 11.57%
4 Energy 11.26%
5 Utilities 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$466K 0.34%
3,551
-672
52
$452K 0.33%
7,030
+1,108
53
$451K 0.33%
12,599
+1,678
54
$445K 0.33%
4,084
-146
55
$441K 0.33%
6,587
+699
56
$439K 0.32%
4,898
+258
57
$437K 0.32%
18,020
+1,240
58
$431K 0.32%
3,407
+1,839
59
$405K 0.3%
+811
60
$396K 0.29%
6,909
+415
61
$386K 0.29%
3,185
62
$370K 0.27%
7,574
+985
63
$352K 0.26%
+7,829
64
$287K 0.21%
9,477
65
$285K 0.21%
9,981
+120
66
$211K 0.16%
2,280
67
$202K 0.15%
+11,700
68
$202K 0.15%
1,718
69
$187K 0.14%
691
70
$156K 0.12%
1,087
71
$149K 0.11%
2,574
-26
72
$143K 0.11%
914
73
$139K 0.1%
1,806
-54,673
74
$135K 0.1%
2,708
-6,249
75
$128K 0.09%
852
1 2
3
4 5