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
$222M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$3.73M
3
+$3.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.25M
5
LRCX icon
Lam Research
LRCX
+$2.07M

Top Sells

1
+$3.36M
2
+$3.32M
3
+$1.83M
4
SWKS icon
Skyworks Solutions
SWKS
+$1.81M
5
CVX icon
Chevron
CVX
+$1.76M

Sector Composition

1 Technology 14.74%
2 Healthcare 12.24%
3 Consumer Discretionary 11.91%
4 Industrials 8.2%
5 Energy 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$289K 0.13%
+1,214
77
$257K 0.12%
6,486
78
$256K 0.12%
+9,744
79
$249K 0.11%
1,279
-76
80
$248K 0.11%
598
81
$246K 0.11%
+858
82
$240K 0.11%
2,369
-128
83
$216K 0.1%
1,684
84
$204K 0.09%
+5,917
85
– –
-11,701
86
– –
-1,084
87
– –
-154,068
88
– –
-2,297
89
– –
-4,070
90
– –
-6,008
1 2 3
4