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
$257M
AUM Growth
+$7.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$1.34M
3
+$657K
4
HSY icon
Hershey
HSY
+$589K
5
PFE icon
Pfizer
PFE
+$529K

Top Sells

1
+$2.6M
2
+$1.66M
3
+$1M
4
BK icon
Bank of New York Mellon
BK
+$885K
5
IBM icon
IBM
IBM
+$401K

Sector Composition

1 Technology 15.02%
2 Healthcare 10.11%
3 Consumer Staples 9.59%
4 Consumer Discretionary 6.36%
5 Utilities 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.96M 0.76%
3,197
+134
52
$1.91M 0.74%
17,598
-197
53
$1.91M 0.74%
7,103
+266
54
$1.89M 0.74%
32,574
+3,154
55
$1.89M 0.74%
43,141
+237
56
$1.78M 0.69%
11,391
+440
57
$1.77M 0.69%
5,025
+42
58
$1.73M 0.67%
10,516
+997
59
$1.58M 0.62%
6,105
+437
60
$1.54M 0.6%
12,627
+147
61
$1.54M 0.6%
4,560
+170
62
$1.53M 0.6%
1,921
+117
63
$1.52M 0.59%
8,005
+525
64
$1.5M 0.58%
58,693
-459
65
$1.48M 0.57%
32,871
+2,628
66
$1.47M 0.57%
55,070
-438
67
$1.43M 0.56%
4,235
-72
68
$1.34M 0.52%
+5,943
69
$1.3M 0.51%
51,506
+995
70
$1.3M 0.51%
77,604
-74
71
$1.19M 0.46%
16,603
+419
72
$1.19M 0.46%
5,127
+123
73
$1.18M 0.46%
46,606
-668
74
$1.11M 0.43%
45,482
+410
75
$1.02M 0.4%
2,665
+453
1 2
3
4 5