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
$139M
AUM Growth
+$8.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.93M
3
+$1.19M
4
ARKK icon
ARK Innovation ETF
ARKK
+$902K
5
T icon
AT&T
T
+$696K

Top Sells

1
+$2.13M
2
+$1.94M
3
+$1.86M
4
AVGO icon
Broadcom
AVGO
+$898K
5
AAPL icon
Apple
AAPL
+$614K

Sector Composition

1 Technology 14.62%
2 Healthcare 13.31%
3 Industrials 9.49%
4 Consumer Staples 9.44%
5 Utilities 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$889K 0.64%
10,344
+656
52
$866K 0.62%
3,408
+116
53
$859K 0.62%
2,756
+34
54
$849K 0.61%
1,506
-14
55
$764K 0.55%
13,088
+835
56
$756K 0.54%
6,532
-5,308
57
$702K 0.51%
14,070
-291
58
$702K 0.51%
4,984
+466
59
$690K 0.5%
+6,643
60
$634K 0.46%
+11,390
61
$627K 0.45%
14,553
+1,181
62
$482K 0.35%
3,369
+384
63
$477K 0.34%
4,118
64
$465K 0.33%
+34,400
65
$449K 0.32%
9,254
66
$430K 0.31%
14,067
-36
67
$394K 0.28%
8,442
68
$327K 0.24%
8,082
-13
69
$280K 0.2%
8,896
70
$219K 0.16%
+3,947
71
– –
-2,448
72
– –
-14,002
73
– –
-9,296
74
– –
-28,460
1 2
3