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
$216M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$8.59M
2
+$8.42M
3
+$7.75M
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$6.11M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$5.36M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.97%
2 Healthcare 9.32%
3 Consumer Discretionary 6.9%
4 Financials 6.04%
5 Utilities 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.52M 0.7%
+57,262
52
$1.49M 0.69%
+21,594
53
$1.42M 0.65%
+55,527
54
$1.41M 0.65%
+6,152
55
$1.41M 0.65%
+31,513
56
$1.4M 0.65%
+32,530
57
$1.38M 0.64%
+3,451
58
$1.35M 0.62%
+6,837
59
$1.32M 0.61%
+50,789
60
$1.29M 0.59%
+9,688
61
$1.26M 0.58%
+16,130
62
$1.26M 0.58%
+49,849
63
$1.24M 0.57%
+48,738
64
$1.24M 0.57%
+72,027
65
$1.22M 0.56%
+4,207
66
$1.17M 0.54%
+1,649
67
$1.12M 0.52%
+46,888
68
$1.08M 0.5%
+4,090
69
$1.05M 0.49%
+21,280
70
$1.03M 0.48%
+7,323
71
$1M 0.46%
+1,681
72
$965K 0.45%
+37,714
73
$924K 0.43%
+15,673
74
$910K 0.42%
+17,617
75
$779K 0.36%
+4,565
1 2
3
4