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
$249M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$4.05M
3
+$3.61M
4
PSA icon
Public Storage
PSA
+$217K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$216K

Top Sells

1
+$3.97M
2
+$2.29M
3
+$2.06M
4
TT icon
Trane Technologies
TT
+$831K
5
TJX icon
TJX Companies
TJX
+$669K

Sector Composition

1 Technology 14.94%
2 Healthcare 9.75%
3 Consumer Staples 7.17%
4 Utilities 6.42%
5 Financials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.79M 0.72%
2,879
+65
52
$1.76M 0.71%
14,485
-1,246
53
$1.74M 0.7%
7,260
+454
54
$1.73M 0.69%
10,334
-11
55
$1.71M 0.68%
8,735
+418
56
$1.69M 0.68%
37,453
+4,381
57
$1.63M 0.65%
4,182
-2,137
58
$1.58M 0.63%
1,764
+35
59
$1.58M 0.63%
24,308
+128
60
$1.5M 0.6%
58,608
-2,099
61
$1.48M 0.59%
5,652
-32
62
$1.48M 0.59%
55,403
-1,940
63
$1.4M 0.56%
11,952
-5,690
64
$1.39M 0.56%
75,876
+3,971
65
$1.37M 0.55%
4,887
+146
66
$1.3M 0.52%
49,956
-2,091
67
$1.24M 0.5%
4,268
+181
68
$1.23M 0.49%
48,228
-2,037
69
$1.19M 0.48%
44,202
-3,957
70
$1.17M 0.47%
45,672
-1,706
71
$1.13M 0.45%
31,307
+3,556
72
$1.11M 0.44%
15,397
-234
73
$1.06M 0.42%
2,038
+73
74
$873K 0.35%
4,854
+96
75
$819K 0.33%
10,141
-369
1 2
3
4 5