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
$228M
AUM Growth
+$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$992K
3
+$422K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$422K
5
SO icon
Southern Company
SO
+$240K

Top Sells

1
+$3.53M
2
+$1.5M
3
+$1.37M
4
WMB icon
Williams Companies
WMB
+$409K
5
NEE icon
NextEra Energy
NEE
+$248K

Sector Composition

1 Technology 15.23%
2 Healthcare 9.87%
3 Financials 6.22%
4 Consumer Discretionary 5.99%
5 Utilities 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$732K 0.32%
808
77
$712K 0.31%
10,510
+299
78
$697K 0.31%
5,638
-86
79
$623K 0.27%
4,265
+80
80
$598K 0.26%
4,834
-28,482
81
$559K 0.24%
17,002
-123
82
$466K 0.2%
20,090
+229
83
$453K 0.2%
18,891
+222
84
$441K 0.19%
882
-2
85
$424K 0.19%
2,094
+14
86
$422K 0.18%
14,332
-276
87
$382K 0.17%
11,567
-80
88
$364K 0.16%
16,070
+235
89
$364K 0.16%
14,637
+689
90
$364K 0.16%
16,476
+241
91
$342K 0.15%
2,074
+80
92
$332K 0.15%
1,391
-33
93
$331K 0.15%
2,879
94
$323K 0.14%
3,030
-12,870
95
$310K 0.14%
14,184
+889
96
$251K 0.11%
617
97
$233K 0.1%
429
98
$222K 0.1%
2,134
-22
99
$214K 0.09%
1,680
100
$206K 0.09%
808
+30
1 2 3
4
5