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
$197M
AUM Growth
-$8.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.96M
3
+$1.96M
4
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$1.02M
5
DE icon
Deere & Co
DE
+$899K

Top Sells

1
+$3.6M
2
+$2.74M
3
+$1.93M
4
SNA icon
Snap-on
SNA
+$973K
5
GIS icon
General Mills
GIS
+$586K

Sector Composition

1 Technology 11.91%
2 Consumer Discretionary 11.76%
3 Healthcare 9.93%
4 Industrials 6.28%
5 Consumer Staples 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.66M 0.84%
63,912
-990
52
$1.63M 0.83%
4,319
-143
53
$1.62M 0.82%
44,160
+840
54
$1.55M 0.79%
16,152
-888
55
$1.52M 0.77%
10,562
-670
56
$1.46M 0.74%
74,689
+19,026
57
$1.32M 0.67%
16,402
-575
58
$1.3M 0.66%
4,202
-338
59
$1.29M 0.66%
106,520
+2,040
60
$1.15M 0.59%
67,001
+4,429
61
$1.05M 0.54%
41,282
+20,142
62
$1.04M 0.53%
40,247
+19,515
63
$1.02M 0.52%
+43,311
64
$1.01M 0.51%
40,981
+19,814
65
$976K 0.5%
17,428
-145
66
$899K 0.46%
+2,694
67
$673K 0.34%
27,604
+12,346
68
$618K 0.31%
6,257
69
$600K 0.3%
23,777
+11,785
70
$565K 0.29%
3,457
-68
71
$509K 0.26%
4,965
+834
72
$494K 0.25%
10,132
-2,793
73
$492K 0.25%
26,284
-1,235
74
$463K 0.24%
10,710
+66
75
$391K 0.2%
1,727
-323
1 2
3
4