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
$143M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$3.24M
2 +$671K
3 +$649K
4
LRCX icon
Lam Research
LRCX
+$286K
5
ABBV icon
AbbVie
ABBV
+$252K

Top Sells

1 +$3.03M
2 +$603K
3 +$551K
4
ULST icon
State Street Ultra Short Term Bond ETF
ULST
+$350K
5
PG icon
Procter & Gamble
PG
+$287K

Sector Composition

1 Consumer Discretionary 11.87%
2 Technology 11.81%
3 Energy 9.69%
4 Healthcare 8.23%
5 Real Estate 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-3,121
77
-5,971