SWMG

Signature Wealth Management Group Portfolio holdings

AUM $263M
1-Year Est. Return 9.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$7.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$1.3M
3
+$849K
4
TFC icon
Truist Financial
TFC
+$771K
5
TSCO icon
Tractor Supply
TSCO
+$693K

Top Sells

1
+$3.39M
2
+$738K
3
+$687K
4
STI
SunTrust Banks, Inc.
STI
+$612K
5
LNC icon
Lincoln National
LNC
+$550K

Sector Composition

1 Consumer Discretionary 10.42%
2 Energy 9.34%
3 Industrials 8.67%
4 Financials 8.23%
5 Healthcare 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$263K 0.17%
2,448
+357
77
$261K 0.16%
800
78
$257K 0.16%
5,356
79
$202K 0.13%
1,619
80
$201K 0.13%
+5,466
81
– –
-82,777
82
– –
-9,124
83
– –
-5,574
84
– –
-8,893
1 2 3
4