SWMG

Signature Wealth Management Group Portfolio holdings

AUM $245M
1-Year Est. Return 7.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.54%
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
+$2.29M
2
+$1.69M
3
+$1.16M
4
BA icon
Boeing
BA
+$1.14M
5
ILMN icon
Illumina
ILMN
+$882K

Top Sells

1
+$1.45M
2
+$989K
3
+$942K
4
C icon
Citigroup
C
+$627K
5
TXN icon
Texas Instruments
TXN
+$270K

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
– –
-15,784
77
– –
-42,352
1 2 3
4