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
$151M
AUM Growth
+$1.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.3M
3
+$3.25M
4
ULST icon
State Street Ultra Short Term Bond ETF
ULST
+$1.38M
5
KSS icon
Kohl's
KSS
+$1.35M

Top Sells

1
+$3.76M
2
+$3.52M
3
+$2.81M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.29M
5
M icon
Macy's
M
+$1.1M

Sector Composition

1 Consumer Discretionary 12.48%
2 Energy 9.49%
3 Industrials 9.06%
4 Consumer Staples 8.54%
5 Financials 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$688K 0.46%
+12,500
52
$687K 0.45%
5,574
-873
53
$671K 0.44%
7,588
-1,821
54
$647K 0.43%
3,341
+7
55
$642K 0.43%
15,338
-262
56
$634K 0.42%
22,970
-740
57
$622K 0.41%
9,863
+330
58
$612K 0.41%
8,893
59
$602K 0.4%
8,717
-485
60
$587K 0.39%
4,717
-17
61
$583K 0.39%
2,682
-115
62
$581K 0.38%
1,304
-79
63
$568K 0.38%
10,338
-354
64
$550K 0.36%
9,124
-579
65
$480K 0.32%
4,211
-10
66
$468K 0.31%
8,352
-188
67
$394K 0.26%
3,042
-9
68
$350K 0.23%
8,838
+57
69
$310K 0.21%
8,896
70
$307K 0.2%
7,154
+152
71
$304K 0.2%
800
72
$290K 0.19%
1,888
+38
73
$265K 0.18%
5,356
-158
74
$243K 0.16%
2,087
+37
75
$215K 0.14%
2,091
1 2
3
4