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
$180M
AUM Growth
+$9.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$1.53M
3
+$1.36M
4
TSLA icon
Tesla
TSLA
+$919K
5
SO icon
Southern Company
SO
+$878K

Top Sells

1
+$3.2M
2
+$1.68M
3
+$1.38M
4
SNA icon
Snap-on
SNA
+$286K
5
CVS icon
CVS Health
CVS
+$260K

Sector Composition

1 Technology 15.03%
2 Healthcare 14.48%
3 Consumer Discretionary 9.82%
4 Consumer Staples 7.87%
5 Industrials 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-31,104
77
– –
-18,821
1 2 3
4