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
$197M
AUM Growth
-$8.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.96M
3
+$1.96M
4
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$1.02M
5
DE icon
Deere & Co
DE
+$899K

Top Sells

1
+$3.6M
2
+$2.74M
3
+$1.93M
4
SNA icon
Snap-on
SNA
+$973K
5
GIS icon
General Mills
GIS
+$586K

Sector Composition

1 Technology 11.91%
2 Consumer Discretionary 11.76%
3 Healthcare 9.93%
4 Industrials 6.28%
5 Consumer Staples 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$390K 0.2%
10,336
-937
77
$328K 0.17%
2,921
-92
78
$328K 0.17%
+13,556
79
$312K 0.16%
15,975
-814
80
$310K 0.16%
34,055
81
$281K 0.14%
2,628
-25,607
82
$268K 0.14%
6,721
83
$261K 0.13%
7,294
84
$251K 0.13%
766
+84
85
$248K 0.13%
12,165
+294
86
$245K 0.12%
3,127
+32
87
$242K 0.12%
747
-21
88
$214K 0.11%
2,240
-125
89
– –
-49,139
90
– –
-1,214
91
– –
-9,744
92
– –
-1,268
93
– –
-66,162
1 2 3
4