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
$158M
AUM Growth
+$7.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$1.3M
3
+$885K
4
TFC icon
Truist Financial
TFC
+$802K
5
SWKS icon
Skyworks Solutions
SWKS
+$793K

Top Sells

1
+$3.39M
2
+$707K
3
+$687K
4
STI
SunTrust Banks, Inc.
STI
+$612K
5
LNC icon
Lincoln National
LNC
+$550K

Sector Composition

1 Consumer Discretionary 10.42%
2 Energy 9.34%
3 Industrials 8.67%
4 Financials 8.23%
5 Healthcare 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$786K 0.5%
14,207
-828
52
$777K 0.49%
12,723
-325
53
$752K 0.47%
8,029
-86
54
$744K 0.47%
15,149
+692
55
$742K 0.47%
16,439
-62
56
$740K 0.47%
23,430
+460
57
$737K 0.47%
15,494
+156
58
$729K 0.46%
9,817
-46
59
$714K 0.45%
8,939
+222
60
$712K 0.45%
11,824
+48
61
$707K 0.45%
4,666
-51
62
$687K 0.43%
12,963
+463
63
$682K 0.43%
+36,495
64
$675K 0.43%
1,342
+38
65
$659K 0.42%
7,499
-89
66
$593K 0.37%
8,080
-272
67
$575K 0.36%
9,644
-694
68
$505K 0.32%
4,435
+224
69
$438K 0.28%
3,000
-42
70
$372K 0.23%
2,246
+358
71
$334K 0.21%
8,442
-396
72
$321K 0.2%
8,896
73
$303K 0.19%
6,056
-1,098
74
$274K 0.17%
+852
75
$271K 0.17%
2,149
+62
1 2
3
4