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
$211M
AUM Growth
+$6.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.39M
3
+$1.06M
4
TSLA icon
Tesla
TSLA
+$759K
5
LNG icon
Cheniere Energy
LNG
+$755K

Top Sells

1
+$1.29M
2
+$1.08M
3
+$810K
4
MSFT icon
Microsoft
MSFT
+$731K
5
AXP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$549K 0.26%
3,543
+133
77
$532K 0.25%
+17,527
78
$526K 0.25%
4,948
+95
79
$497K 0.24%
10,113
-558
80
$490K 0.23%
21,838
-573
81
$372K 0.18%
14,922
-324
82
$366K 0.17%
15,865
-747
83
$313K 0.15%
1,408
-37
84
$290K 0.14%
2,528
-393
85
$286K 0.14%
760
86
$278K 0.13%
+7,435
87
$272K 0.13%
792
+76
88
$271K 0.13%
+1,822
89
$271K 0.13%
6,721
90
$250K 0.12%
6,222
91
$246K 0.12%
3,190
+49
92
$219K 0.1%
6,261
-6
93
$208K 0.1%
1,684
94
– –
-2,285
95
– –
-587
96
– –
-13,872
97
– –
-2,240
1 2 3
4