SWMG
Signature Wealth Management Group Portfolio holdings
AUM
$253M
This Quarter Return
+1.51%
1 Year Return
+11.32%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$215M
AUM Growth
+$215M
(+1.9%)
Cap. Flow
+$2.08M
Cap. Flow
% of AUM
0.97%
Top 10 Holdings %
Top 10 Hldgs %
28.09%
Holding
97
New
4
Increased
49
Reduced
36
Closed
1
Top Buys
| 1 |
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
$3.11M |
| 2 |
Paychex
PAYX
|
$2.93M |
| 3 |
Adobe
ADBE
|
$1.22M |
| 4 |
First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF
FIXD
|
$452K |
| 5 |
Digital Realty Trust
DLR
|
$372K |
Top Sells
| 1 |
General Mills
GIS
|
$3.3M |
| 2 |
Advance Auto Parts
AAP
|
$2.42M |
| 3 |
KB Home
KBH
|
$820K |
| 4 |
Microsoft
MSFT
|
$667K |
| 5 |
Apple
AAPL
|
$603K |
Sector Composition
| 1 | Technology | 13.2% |
| 2 | Healthcare | 8.82% |
| 3 | Industrials | 7.02% |
| 4 | Consumer Discretionary | 6.96% |
| 5 | Utilities | 5.62% |
