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
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$4.28M
3
+$4.12M
4
VFC icon
VF Corp
VFC
+$4.03M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$3.89M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 13.69%
2 Technology 10.97%
3 Utilities 10.78%
4 Consumer Staples 9.93%
5 Energy 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$105K 0.08%
+848
77
$100K 0.07%
+1,898
78
$98K 0.07%
+1,238
79
$82K 0.06%
+3,286
80
$79K 0.06%
+909
81
$75K 0.06%
+1,479
82
$75K 0.06%
+615
83
$74K 0.05%
+1,029
84
$71K 0.05%
+602
85
$70K 0.05%
+658
86
$69K 0.05%
+350
87
$69K 0.05%
+441
88
$68K 0.05%
+1,514
89
$65K 0.05%
+1,013
90
$64K 0.05%
+758
91
$63K 0.05%
+752
92
$62K 0.05%
+406
93
$62K 0.05%
+850
94
$58K 0.04%
+1,967
95
$58K 0.04%
+180
96
$57K 0.04%
+211
97
$57K 0.04%
+479
98
$52K 0.04%
+412
99
$52K 0.04%
+448
100
$50K 0.04%
+341
2 3
4
5 6