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
$220M
AUM Growth
+$3.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.63M
3
+$1.02M
4
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$869K
5
O icon
Realty Income
O
+$656K

Top Sells

1
+$4.39M
2
+$3.51M
3
+$965K
4
GMAR icon
FT Vest US Equity Moderate Buffer ETF March
GMAR
+$585K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$583K

Sector Composition

1 Technology 14.36%
2 Healthcare 9.37%
3 Consumer Discretionary 6.33%
4 Financials 6.19%
5 Consumer Staples 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.53M 0.7%
60,846
+5,319
52
$1.52M 0.69%
10,249
+561
53
$1.52M 0.69%
57,422
+160
54
$1.5M 0.68%
82,239
-3,703
55
$1.44M 0.66%
8,743
+284
56
$1.44M 0.65%
6,674
+522
57
$1.38M 0.63%
15,900
-230
58
$1.35M 0.61%
52,055
+1,266
59
$1.33M 0.61%
31,465
-48
60
$1.33M 0.6%
4,696
-2,007
61
$1.26M 0.57%
50,317
+1,579
62
$1.25M 0.57%
8,046
+723
63
$1.22M 0.55%
71,709
-318
64
$1.2M 0.54%
1,674
+25
65
$1.18M 0.54%
15,520
-5,760
66
$1.18M 0.54%
4,369
+279
67
$1.17M 0.53%
46,649
+8,935
68
$1.17M 0.53%
47,026
+138
69
$1.14M 0.52%
7,791
+954
70
$1.08M 0.49%
4,031
-176
71
$1.02M 0.47%
+27,909
72
$934K 0.43%
15,529
-144
73
$848K 0.39%
1,823
+142
74
$816K 0.37%
5,552
-1,396
75
$783K 0.36%
15,360
-2,257
1 2
3
4 5