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
+$352K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$3.8M
2 +$3.34M
3 +$376K
4
GIS icon
General Mills
GIS
+$252K
5
BA icon
Boeing
BA
+$249K

Top Sells

1 +$3.74M
2 +$2.71M
3 +$1.27M
4
PFE icon
Pfizer
PFE
+$856K
5
PAYX icon
Paychex
PAYX
+$412K

Sector Composition

1 Technology 14.71%
2 Healthcare 11.74%
3 Consumer Discretionary 10.4%
4 Consumer Staples 8.01%
5 Industrials 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$200K 0.11%
9,828
-133,112
77
-1,684