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

Top Buys

1
+$2.75M
2
+$2.47M
3
+$1.96M
4
WFC icon
Wells Fargo
WFC
+$1.16M
5
CMCSA icon
Comcast
CMCSA
+$723K

Top Sells

1
+$3.82M
2
+$3.19M
3
+$3.05M
4
HRB icon
H&R Block
HRB
+$2.9M
5
ULST icon
State Street Ultra Short Term Bond ETF
ULST
+$2.86M

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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86
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