SWMG
Signature Wealth Management Group Portfolio holdings
AUM
$253M
This Quarter Return
-7.23%
1 Year Return
+11.32%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$206M
AUM Growth
+$206M
(-7.4%)
Cap. Flow
+$1.58M
Cap. Flow
% of AUM
0.77%
Top 10 Holdings %
Top 10 Hldgs %
24.75%
Holding
96
New
12
Increased
42
Reduced
28
Closed
8
Top Buys
| 1 |
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
|
$2M |
| 2 |
Intuit
INTU
|
$1.79M |
| 3 |
JPMorgan Chase
JPM
|
$1.72M |
| 4 |
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
|
$1.16M |
| 5 |
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
|
$1.11M |
Top Sells
| 1 |
Paychex
PAYX
|
$3.57M |
| 2 |
Valero Energy
VLO
|
$2.44M |
| 3 |
Boeing
BA
|
$2.42M |
| 4 |
Starbucks
SBUX
|
$2.15M |
| 5 |
Hanesbrands
HBI
|
$1.71M |
Sector Composition
| 1 | Healthcare | 12.74% |
| 2 | Technology | 12.66% |
| 3 | Consumer Discretionary | 10.02% |
| 4 | Industrials | 6.84% |
| 5 | Consumer Staples | 6.7% |
