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
$220M
AUM Growth
+$3.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.63M
3
+$1.02M
4
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$869K
5
O icon
Realty Income
O
+$656K

Top Sells

1
+$4.39M
2
+$3.51M
3
+$965K
4
GMAR icon
FT Vest US Equity Moderate Buffer ETF March
GMAR
+$585K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$583K

Sector Composition

1 Technology 14.36%
2 Healthcare 9.37%
3 Consumer Discretionary 6.33%
4 Financials 6.19%
5 Consumer Staples 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$212K 0.1%
778
+18
102
– –
-41,699
103
– –
-17,527
104
– –
-9,782
105
– –
-6,261
1 2 3 4
5