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
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$4.28M
3
+$4.12M
4
VFC icon
VF Corp
VFC
+$4.03M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$3.89M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 13.69%
2 Technology 10.97%
3 Utilities 10.78%
4 Consumer Staples 9.93%
5 Energy 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$48K 0.04%
+1,210
102
$48K 0.04%
+1,946
103
$48K 0.04%
+933
104
$46K 0.03%
+319
105
$45K 0.03%
+130
106
$44K 0.03%
+530
107
$44K 0.03%
+648
108
$43K 0.03%
+2,358
109
$41K 0.03%
+999
110
$40K 0.03%
+406
111
$38K 0.03%
+155
112
$38K 0.03%
+246
113
$38K 0.03%
+217
114
$37K 0.03%
+600
115
$34K 0.02%
+589
116
$32K 0.02%
+533
117
$31K 0.02%
+603
118
$30K 0.02%
+580
119
$30K 0.02%
+388
120
$29K 0.02%
+430
121
$29K 0.02%
+560
122
$28K 0.02%
+374
123
$28K 0.02%
+578
124
$28K 0.02%
+487
125
$27K 0.02%
+237
3 4
5
6 7