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
$204M
AUM Growth
+$7.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.25M
3
+$1.15M
4
ZTS icon
Zoetis
ZTS
+$1.08M
5
IBMQ icon
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
+$523K

Top Sells

1
+$3.31M
2
+$2.14M
3
+$1.3M
4
TSCO icon
Tractor Supply
TSCO
+$1.08M
5
BLK icon
Blackrock
BLK
+$892K

Sector Composition

1 Technology 10.93%
2 Healthcare 10.49%
3 Consumer Discretionary 8.87%
4 Industrials 7.2%
5 Consumer Staples 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.67%
1,937
-1,259
52
$1.36M 0.66%
51,557
+11,310
53
$1.34M 0.66%
53,323
+12,342
54
$1.33M 0.65%
51,543
+10,261
55
$1.33M 0.65%
3,094
+400
56
$1.25M 0.61%
+5,837
57
$1.15M 0.56%
2,968
-1,351
58
$1.15M 0.56%
+6,825
59
$1.13M 0.55%
67,848
+847
60
$1.11M 0.54%
17,461
+33
61
$1.11M 0.54%
44,286
+16,682
62
$1.11M 0.54%
45,794
+2,483
63
$1.08M 0.53%
13,872
-2,530
64
$1.08M 0.53%
+7,341
65
$1.07M 0.52%
73,140
-33,380
66
$1,000K 0.49%
11,267
-4,885
67
$905K 0.44%
7,348
-6,783
68
$885K 0.43%
6,675
-3,887
69
$863K 0.42%
34,383
+20,827
70
$754K 0.37%
29,724
+5,947
71
$654K 0.32%
6,119
-138
72
$602K 0.29%
3,410
-47
73
$504K 0.25%
10,671
-39
74
$487K 0.24%
9,716
-416
75
$483K 0.24%
4,853
-112
1 2
3
4