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
$130M
AUM Growth
-$6.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.73M
3
+$2.24M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$639K
5
SCI icon
Service Corp International
SCI
+$412K

Top Sells

1
+$3.17M
2
+$2.43M
3
+$2.37M
4
ABBV icon
AbbVie
ABBV
+$1.26M
5
VLO icon
Valero Energy
VLO
+$1.11M

Sector Composition

1 Consumer Discretionary 12.64%
2 Consumer Staples 12.41%
3 Technology 11.79%
4 Utilities 10.52%
5 Energy 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$48K 0.04%
346
+5
102
$47K 0.04%
408
-4
103
$46K 0.04%
933
104
$44K 0.03%
2,358
105
$44K 0.03%
130
106
$44K 0.03%
299
+164
107
$42K 0.03%
1,225
+15
108
$42K 0.03%
648
109
$41K 0.03%
319
110
$41K 0.03%
999
111
$39K 0.03%
611
+11
112
$39K 0.03%
406
113
$38K 0.03%
+2,331
114
$37K 0.03%
155
115
$37K 0.03%
246
116
$36K 0.03%
150
+50
117
$35K 0.03%
589
118
$35K 0.03%
499
+180
119
$33K 0.03%
757
-757
120
$32K 0.02%
2,854
-211,027
121
$30K 0.02%
459
-293
122
$30K 0.02%
580
123
$30K 0.02%
603
124
$29K 0.02%
560
125
$28K 0.02%
487
3 4
5
6 7