SWMG

Signature Wealth Management Group Portfolio holdings

AUM $245M
1-Year Est. Return 7.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
-$3.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$1.56M
3
+$1.41M
4
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$385K
5
ITAN icon
Sparkline Intangible Value ETF
ITAN
+$303K

Top Sells

1
+$4.12M
2
+$2.55M
3
+$2.14M
4
UNH icon
UnitedHealth
UNH
+$2.06M
5
NXPI icon
NXP Semiconductors
NXPI
+$1.52M

Sector Composition

1 Technology 16.22%
2 Consumer Staples 9.05%
3 Healthcare 8.31%
4 Consumer Discretionary 6.64%
5 Energy 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.97M 0.78%
4,499
-61
52
$1.95M 0.77%
33,362
+491
53
$1.94M 0.77%
7,127
+24
54
$1.94M 0.77%
11,250
+228
55
$1.9M 0.75%
5,971
-134
56
$1.89M 0.75%
4,244
+26
57
$1.87M 0.74%
42,512
-629
58
$1.77M 0.7%
33,380
+806
59
$1.61M 0.63%
10,306
-210
60
$1.57M 0.62%
12,690
+63
61
$1.56M 0.61%
+3,220
62
$1.52M 0.6%
59,477
+784
63
$1.49M 0.59%
55,804
+734
64
$1.41M 0.56%
+6,427
65
$1.35M 0.53%
78,984
+1,380
66
$1.33M 0.52%
4,266
+31
67
$1.32M 0.52%
51,912
+406
68
$1.25M 0.49%
5,137
+10
69
$1.25M 0.49%
46,001
+519
70
$1.21M 0.48%
47,520
+914
71
$1.18M 0.46%
16,612
+9
72
$948K 0.37%
9,695
+86
73
$823K 0.32%
5,365
-200
74
$797K 0.31%
31,576
+2,025
75
$738K 0.29%
1,300
+15
1 2
3
4 5