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
$170M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$1.75M
3
+$1.35M
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$954K
5
PFXF icon
VanEck Preferred Securities ex Financials ETF
PFXF
+$937K

Top Sells

1
+$2.36M
2
+$2.23M
3
+$2.1M
4
RF icon
Regions Financial
RF
+$1.37M
5
HII icon
Huntington Ingalls Industries
HII
+$1.02M

Sector Composition

1 Healthcare 15.11%
2 Technology 14.21%
3 Consumer Staples 8.19%
4 Consumer Discretionary 7.51%
5 Industrials 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,148
77
– –
-14,605
78
– –
-5,971
79
– –
-17,464
1 2 3
4