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
$151M
AUM Growth
+$1.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.3M
3
+$3.25M
4
ULST icon
State Street Ultra Short Term Bond ETF
ULST
+$1.38M
5
KSS icon
Kohl's
KSS
+$1.35M

Top Sells

1
+$3.76M
2
+$3.52M
3
+$2.81M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.29M
5
M icon
Macy's
M
+$1.1M

Sector Composition

1 Consumer Discretionary 12.48%
2 Energy 9.49%
3 Industrials 9.06%
4 Consumer Staples 8.54%
5 Financials 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$201K 0.13%
+1,619
77
– –
-108,662
78
– –
-32,490
79
– –
-56,999
80
– –
-50,511
81
– –
-30,140
1 2 3
4