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
$211M
AUM Growth
+$6.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.39M
3
+$1.06M
4
TSLA icon
Tesla
TSLA
+$759K
5
LNG icon
Cheniere Energy
LNG
+$755K

Top Sells

1
+$1.29M
2
+$1.08M
3
+$810K
4
MSFT icon
Microsoft
MSFT
+$731K
5
AXP icon
American Express
AXP
+$629K

Sector Composition

1 Technology 11.57%
2 Healthcare 8.91%
3 Consumer Discretionary 8.34%
4 Industrials 7.05%
5 Consumer Staples 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 0.66%
6,917
+242
52
$1.37M 0.65%
52,949
+1,406
53
$1.34M 0.64%
3,015
-826
54
$1.33M 0.63%
2,870
-98
55
$1.3M 0.62%
2,749
-159
56
$1.25M 0.59%
7,600
-3,814
57
$1.24M 0.59%
20,450
-6,862
58
$1.24M 0.59%
70,102
+2,254
59
$1.24M 0.59%
48,545
+4,259
60
$1.24M 0.59%
2,993
-101
61
$1.23M 0.58%
11,820
+553
62
$1.23M 0.58%
1,831
-106
63
$1.21M 0.57%
6,580
-245
64
$1.19M 0.56%
7,126
-215
65
$1.17M 0.56%
46,856
+1,062
66
$1.09M 0.52%
5,681
-156
67
$1.06M 0.51%
17,164
-297
68
$1.06M 0.5%
+20,197
69
$934K 0.44%
36,481
+2,098
70
$800K 0.38%
31,467
+1,743
71
$760K 0.36%
16,863
+6,842
72
$755K 0.36%
+4,788
73
$737K 0.35%
26,540
-46,600
74
$556K 0.26%
10,917
+1,201
75
$551K 0.26%
5,905
-214
1 2
3
4