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
-$636K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.02M
3
+$1.54M
4
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$1.36M
5
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$1M

Top Sells

1
+$7.73M
2
+$1.56M
3
+$1.3M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.13M
5
ETR icon
Entergy
ETR
+$462K

Sector Composition

1 Technology 16.02%
2 Healthcare 9.27%
3 Consumer Staples 8%
4 Financials 6.91%
5 Consumer Discretionary 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.93M 0.78%
29,420
-495
52
$1.93M 0.77%
3,063
+184
53
$1.91M 0.77%
1,804
+40
54
$1.89M 0.76%
4,467
+139
55
$1.88M 0.76%
3,724
+97
56
$1.85M 0.74%
24,974
+666
57
$1.84M 0.74%
42,904
+5,451
58
$1.7M 0.69%
4,983
+96
59
$1.64M 0.66%
4,075
+103
60
$1.62M 0.65%
4,390
+208
61
$1.55M 0.63%
7,480
+220
62
$1.55M 0.62%
9,519
+784
63
$1.54M 0.62%
+30,243
64
$1.51M 0.61%
12,480
+528
65
$1.51M 0.61%
59,152
+544
66
$1.48M 0.59%
55,508
+105
67
$1.46M 0.59%
4,307
+39
68
$1.34M 0.54%
77,678
+1,802
69
$1.27M 0.51%
50,511
+2,283
70
$1.19M 0.48%
47,274
+1,602
71
$1.11M 0.45%
45,072
+870
72
$1.08M 0.43%
5,004
+150
73
$1.01M 0.41%
16,184
+787
74
$1M 0.4%
+23,228
75
$984K 0.4%
2,212
+174
1 2
3
4 5