SWMG
Signature Wealth Management Group Portfolio holdings
AUM
$253M
1-Year Return
11.32%
This Quarter Return
-8.2%
1 Year Return
+11.32%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$129M
AUM Growth
-$5.89M
(-4.4%)
Cap. Flow
-$1.56M
Cap. Flow
% of AUM
-1.21%
Top 10 Holdings %
Top 10 Hldgs %
27.67%
Holding
337
New
2
Increased
38
Reduced
25
Closed
264
Top Buys
| 1 |
SPDR SSGA Ultra Short Term Bond ETF
ULST
|
$3.31M |
| 2 |
Texas Instruments
TXN
|
$3.07M |
| 3 |
United Parcel Service
UPS
|
$2.47M |
| 4 |
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
|
$2.17M |
| 5 |
TJX Companies
TJX
|
$574K |
Top Sells
| 1 |
Cisco
CSCO
|
$3.56M |
| 2 |
Procter & Gamble
PG
|
$3.09M |
| 3 |
WEC Energy
WEC
|
$803K |
| 4 |
Walt Disney
DIS
|
$598K |
| 5 |
Lam Research
LRCX
|
$191K |
Sector Composition
| 1 | Consumer Discretionary | 12.51% |
| 2 | Technology | 11.19% |
| 3 | Energy | 9.02% |
| 4 | Healthcare | 8.56% |
| 5 | Real Estate | 7.89% |
