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
$130M
AUM Growth
-$6.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.73M
3
+$2.24M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$639K
5
SCI icon
Service Corp International
SCI
+$412K

Top Sells

1
+$3.17M
2
+$2.43M
3
+$2.37M
4
ABBV icon
AbbVie
ABBV
+$1.26M
5
VLO icon
Valero Energy
VLO
+$1.11M

Sector Composition

1 Consumer Discretionary 12.64%
2 Consumer Staples 12.41%
3 Technology 11.79%
4 Utilities 10.52%
5 Energy 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$118K 0.09%
1,785
77
$111K 0.09%
2,134
78
$109K 0.08%
927
-26,965
79
$102K 0.08%
848
80
$97K 0.07%
1,238
81
$95K 0.07%
1,406
-49
82
$90K 0.07%
1,883
-15
83
$80K 0.06%
728
+70
84
$77K 0.06%
909
85
$76K 0.06%
1,479
86
$75K 0.06%
615
87
$72K 0.06%
451
+10
88
$70K 0.05%
350
89
$69K 0.05%
1,013
90
$67K 0.05%
589
-13
91
$62K 0.05%
406
92
$61K 0.05%
180
93
$59K 0.05%
1,968
+1
94
$59K 0.05%
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95
$59K 0.05%
943
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96
$56K 0.04%
211
97
$56K 0.04%
850
98
$52K 0.04%
479
99
$50K 0.04%
+323
100
$50K 0.04%
448
2 3
4
5 6