SWMG
Signature Wealth Management Group Portfolio holdings
AUM
$253M
1-Year Return
11.32%
This Quarter Return
+2.2%
1 Year Return
+11.32%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$211M
AUM Growth
+$6.36M
(+3.1%)
Cap. Flow
+$3.66M
Cap. Flow
% of AUM
1.73%
Top 10 Holdings %
Top 10 Hldgs %
27.05%
Holding
97
New
6
Increased
48
Reduced
35
Closed
4
Top Buys
| 1 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$1.76M |
| 2 |
CrowdStrike
CRWD
|
$1.39M |
| 3 |
Charles Schwab
SCHW
|
$1.06M |
| 4 |
Tesla
TSLA
|
$759K |
| 5 |
Cheniere Energy
LNG
|
$755K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$1.29M |
| 2 |
Medtronic
MDT
|
$1.08M |
| 3 |
Home Depot
HD
|
$810K |
| 4 |
Microsoft
MSFT
|
$731K |
| 5 |
American Express
AXP
|
$629K |
Sector Composition
| 1 | Technology | 11.57% |
| 2 | Healthcare | 8.91% |
| 3 | Consumer Discretionary | 8.34% |
| 4 | Industrials | 7.05% |
| 5 | Consumer Staples | 6.61% |
