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
+$352K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.34M
3
+$376K
4
GIS icon
General Mills
GIS
+$252K
5
BA icon
Boeing
BA
+$249K

Top Sells

1
+$3.74M
2
+$2.71M
3
+$1.27M
4
PFE icon
Pfizer
PFE
+$856K
5
PAYX icon
Paychex
PAYX
+$412K

Sector Composition

1 Technology 14.71%
2 Healthcare 11.74%
3 Consumer Discretionary 10.4%
4 Consumer Staples 8.01%
5 Industrials 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.65M 0.92%
10,031
+1,055
52
$1.63M 0.9%
14,761
+1,319
53
$1.54M 0.86%
39,602
+6,285
54
$1.38M 0.76%
5,372
+773
55
$1.37M 0.76%
2,874
+116
56
$1.22M 0.68%
18,457
+2,046
57
$1.19M 0.66%
9,490
+1,087
58
$1.09M 0.61%
43,117
+921
59
$1.08M 0.6%
51,115
+5,534
60
$997K 0.55%
1,189
+101
61
$960K 0.53%
46,330
+2,050
62
$862K 0.48%
2,186
-801
63
$726K 0.4%
7,868
-336
64
$678K 0.38%
13,723
-37
65
$530K 0.29%
4,558
66
$455K 0.25%
3,151
+60
67
$392K 0.22%
8,442
68
$389K 0.22%
1,944
-6,348
69
$364K 0.2%
6,406
+1,284
70
$337K 0.19%
8,596
71
$306K 0.17%
7,572
72
$288K 0.16%
1,355
-13
73
$276K 0.15%
6,486
-1
74
$236K 0.13%
+598
75
$212K 0.12%
2,497
-44,089
1 2
3
4