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
$198M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$1.64M
3
+$515K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$492K
5
ARKK icon
ARK Innovation ETF
ARKK
+$447K

Top Sells

1
+$3.31M
2
+$862K
3
+$351K
4
NVDA icon
NVIDIA
NVDA
+$304K
5
PAYX icon
Paychex
PAYX
+$293K

Sector Composition

1 Technology 15.12%
2 Healthcare 12.09%
3 Consumer Discretionary 11.86%
4 Consumer Staples 8.2%
5 Industrials 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$261K 0.13%
598
77
$258K 0.13%
2,497
78
$253K 0.13%
6,486
79
$231K 0.12%
+4,070
80
$217K 0.11%
+1,684
81
$216K 0.11%
+3,000
82
– –
-9,828
83
– –
-2,186
1 2 3
4