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
$222M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$3.73M
3
+$3.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.25M
5
LRCX icon
Lam Research
LRCX
+$2.07M

Top Sells

1
+$3.36M
2
+$3.32M
3
+$1.83M
4
SWKS icon
Skyworks Solutions
SWKS
+$1.81M
5
CVX icon
Chevron
CVX
+$1.76M

Sector Composition

1 Technology 14.74%
2 Healthcare 12.24%
3 Consumer Discretionary 11.91%
4 Industrials 8.2%
5 Energy 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.21M 1%
47,295
+14,698
52
$2.15M 0.97%
23,663
+8,031
53
$2.15M 0.97%
72,310
+3,319
54
$2.14M 0.96%
29,510
+10,134
55
$2.1M 0.95%
12,042
-4,346
56
$1.98M 0.89%
61,168
+17,698
57
$1.78M 0.8%
16,083
+5,992
58
$1.77M 0.8%
4,356
+1,216
59
$1.75M 0.79%
28,920
+7,489
60
$1.71M 0.77%
114,794
+9,923
61
$1.47M 0.66%
63,544
+18,518
62
$1.29M 0.58%
1,686
+438
63
$1.27M 0.57%
62,064
+10,393
64
$1.1M 0.5%
17,804
-53,565
65
$716K 0.32%
15,126
+1,300
66
$688K 0.31%
6,257
-556
67
$624K 0.28%
3,521
+33
68
$608K 0.27%
11,454
+4,890
69
$546K 0.25%
4,980
+392
70
$528K 0.24%
10,644
+21
71
$515K 0.23%
3,898
+635
72
$489K 0.22%
2,149
-103
73
$376K 0.17%
+34,055
74
$309K 0.14%
7,294
-1,302
75
$303K 0.14%
7,572
1 2
3
4