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
$180M
AUM Growth
+$9.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$1.53M
3
+$1.36M
4
TSLA icon
Tesla
TSLA
+$919K
5
SO icon
Southern Company
SO
+$878K

Top Sells

1
+$3.2M
2
+$1.68M
3
+$1.38M
4
SNA icon
Snap-on
SNA
+$286K
5
CVS icon
CVS Health
CVS
+$260K

Sector Composition

1 Technology 15.03%
2 Healthcare 14.48%
3 Consumer Discretionary 9.82%
4 Consumer Staples 7.87%
5 Industrials 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.58M 0.88%
27,749
+1,582
52
$1.5M 0.84%
13,442
+935
53
$1.47M 0.82%
6,010
+818
54
$1.38M 0.77%
2,987
+133
55
$1.36M 0.76%
+33,317
56
$1.32M 0.74%
4,599
+158
57
$1.29M 0.72%
2,758
+241
58
$1.11M 0.62%
16,411
+1,361
59
$1.08M 0.6%
42,196
+19,629
60
$1.04M 0.58%
8,403
+833
61
$973K 0.54%
45,581
+552
62
$952K 0.53%
1,088
-2
63
$886K 0.49%
44,280
+4,080
64
$710K 0.4%
8,204
65
$682K 0.38%
13,760
-86
66
$534K 0.3%
4,558
-25
67
$446K 0.25%
3,091
-2
68
$397K 0.22%
8,442
69
$342K 0.19%
8,596
70
$306K 0.17%
7,572
-305
71
$300K 0.17%
1,368
-55
72
$293K 0.16%
5,122
+249
73
$281K 0.16%
6,487
-408
74
$206K 0.11%
+1,684
75
– –
-5,547
1 2
3
4