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
$228M
AUM Growth
+$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$992K
3
+$422K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$422K
5
SO icon
Southern Company
SO
+$240K

Top Sells

1
+$3.53M
2
+$1.5M
3
+$1.37M
4
WMB icon
Williams Companies
WMB
+$409K
5
NEE icon
NextEra Energy
NEE
+$248K

Sector Composition

1 Technology 15.23%
2 Healthcare 9.87%
3 Financials 6.22%
4 Consumer Discretionary 5.99%
5 Utilities 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.78M 0.78%
24,180
+344
52
$1.77M 0.78%
3,485
+92
53
$1.76M 0.77%
3,757
+2,116
54
$1.73M 0.76%
2,196
+67
55
$1.65M 0.72%
11,714
-104
56
$1.59M 0.7%
10,699
+450
57
$1.55M 0.68%
6,012
+1,643
58
$1.54M 0.67%
60,707
-139
59
$1.52M 0.67%
4,069
+31
60
$1.52M 0.67%
57,343
-79
61
$1.44M 0.63%
8,317
+526
62
$1.42M 0.62%
33,072
+1,607
63
$1.36M 0.6%
1,729
+55
64
$1.36M 0.59%
52,047
-8
65
$1.26M 0.55%
50,265
-52
66
$1.24M 0.54%
71,905
+196
67
$1.24M 0.54%
48,159
+1,133
68
$1.19M 0.52%
47,378
+729
69
$1.12M 0.49%
5,684
+132
70
$1.09M 0.48%
1,965
+142
71
$1.07M 0.47%
4,087
+56
72
$995K 0.44%
15,631
+102
73
$947K 0.41%
27,751
-158
74
$832K 0.36%
4,758
+66
75
$771K 0.34%
15,093
-267
1 2
3
4 5