SWMG
Signature Wealth Management Group Portfolio holdings
AUM
$253M
This Quarter Return
+1.05%
1 Year Return
+11.32%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$257M
AUM Growth
+$257M
(+3.2%)
Cap. Flow
+$6.65M
Cap. Flow
% of AUM
2.59%
Top 10 Holdings %
Top 10 Hldgs %
24.91%
Holding
115
New
9
Increased
71
Reduced
30
Closed
2
Top Buys
| 1 |
PepsiCo
PEP
|
$3.62M |
| 2 |
Wingstop
WING
|
$1.34M |
| 3 |
Capital Group Dividend Growers ETF
CGDG
|
$657K |
| 4 |
Hershey
HSY
|
$589K |
| 5 |
Pfizer
PFE
|
$529K |
Top Sells
| 1 |
Entergy
ETR
|
$2.6M |
| 2 |
Charles Schwab
SCHW
|
$1.66M |
| 3 |
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
|
$1M |
| 4 |
Bank of New York Mellon
BK
|
$885K |
| 5 |
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% |
