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
$114M
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$3.06M
3
+$3.02M
4
WFC icon
Wells Fargo
WFC
+$1.72M
5
CMCSA icon
Comcast
CMCSA
+$887K

Top Sells

1
+$3.82M
2
+$3.19M
3
+$3.05M
4
ULST icon
State Street Ultra Short Term Bond ETF
ULST
+$2.94M
5
HRB icon
H&R Block
HRB
+$2.9M

Sector Composition

1 Technology 11.88%
2 Healthcare 10.2%
3 Consumer Staples 10.08%
4 Industrials 6.87%
5 Consumer Discretionary 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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