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
$216M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$8.59M
2
+$8.42M
3
+$7.75M
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$6.11M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$5.36M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.97%
2 Healthcare 9.32%
3 Consumer Discretionary 6.9%
4 Financials 6.04%
5 Utilities 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$666K 0.31%
+4,247
77
$640K 0.3%
+5,738
78
$585K 0.27%
+17,527
79
$583K 0.27%
+9,782
80
$561K 0.26%
+962
81
$541K 0.25%
+10,296
82
$490K 0.23%
+17,345
83
$386K 0.18%
+884
84
$375K 0.17%
+16,092
85
$372K 0.17%
+14,474
86
$364K 0.17%
+15,256
87
$363K 0.17%
+16,235
88
$362K 0.17%
+15,835
89
$357K 0.16%
+11,949
90
$351K 0.16%
+739
91
$323K 0.15%
+1,385
92
$293K 0.14%
+1,999
93
$284K 0.13%
+2,843
94
$252K 0.12%
+6,261
95
$244K 0.11%
+2,213
96
$236K 0.11%
+3,884
97
$231K 0.11%
+648
98
$225K 0.1%
+760
99
$210K 0.1%
+1,680
1 2 3
4