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
$257M
AUM Growth
+$7.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$1.34M
3
+$657K
4
HSY icon
Hershey
HSY
+$589K
5
PFE icon
Pfizer
PFE
+$529K

Top Sells

1
+$2.6M
2
+$1.66M
3
+$1M
4
BK icon
Bank of New York Mellon
BK
+$885K
5
IBM icon
IBM
IBM
+$401K

Sector Composition

1 Technology 15.02%
2 Healthcare 10.11%
3 Consumer Staples 9.59%
4 Consumer Discretionary 6.36%
5 Utilities 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$844K 0.33%
9,609
-196
77
$773K 0.3%
5,565
+120
78
$753K 0.29%
14,941
-1,554
79
$740K 0.29%
29,551
+2,035
80
$660K 0.26%
1,285
+31
81
$657K 0.26%
+21,250
82
$633K 0.25%
27,078
+4,412
83
$623K 0.24%
27,146
+8,369
84
$591K 0.23%
715
85
$560K 0.22%
1,798
+2
86
$547K 0.21%
15,972
-664
87
$543K 0.21%
2,213
-86
88
$535K 0.21%
23,863
+4,633
89
$522K 0.2%
18,435
+747
90
$520K 0.2%
23,908
+4,537
91
$518K 0.2%
23,266
+5,294
92
$436K 0.17%
12,226
+667
93
$433K 0.17%
1,417
+86
94
$360K 0.14%
2,115
+173
95
$350K 0.14%
658
+44
96
$349K 0.14%
5,764
+2,591
97
$340K 0.13%
5,691
-541
98
$338K 0.13%
2,843
99
$333K 0.13%
13,117
+974
100
$321K 0.13%
718
+47
1 2 3
4
5