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
$150M
AUM Growth
+$6.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$3.1M
3
+$1.83M
4
M icon
Macy's
M
+$1.15M
5
OXY icon
Occidental Petroleum
OXY
+$791K

Top Sells

1
+$3M
2
+$2.98M
3
+$2.84M
4
NDAQ icon
Nasdaq
NDAQ
+$622K
5
CCL icon
Carnival Corp
CCL
+$494K

Sector Composition

1 Consumer Discretionary 13.29%
2 Technology 9.6%
3 Energy 9.04%
4 Consumer Staples 8.39%
5 Financials 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-9,746
77
– –
-68,384
78
– –
-21,327
79
– –
-49,791
80
– –
-64,135
1 2 3
4