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
$159M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.63M
3
+$1.27M
4
CRM icon
Salesforce
CRM
+$1.06M
5
ILMN icon
Illumina
ILMN
+$996K

Top Sells

1
+$1.45M
2
+$989K
3
+$942K
4
C icon
Citigroup
C
+$627K
5
DAL icon
Delta Air Lines
DAL
+$288K

Sector Composition

1 Healthcare 15%
2 Technology 14.43%
3 Industrials 9.6%
4 Consumer Staples 8.26%
5 Financials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-5,117
77
– –
-14,553
1 2 3
4