SWMG

Signature Wealth Management Group Portfolio holdings

AUM $245M
1-Year Est. Return 7.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.54%
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
+$3.65M
2
+$3.55M
3
+$894K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$870K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$694K

Top Sells

1
+$4.27M
2
+$3.51M
3
+$969K
4
CRWD icon
CrowdStrike
CRWD
+$615K
5
GMAR icon
FT Vest US Equity Moderate Buffer ETF March
GMAR
+$585K

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
– –
-6,261
103
– –
-9,782
104
– –
-17,527
105
– –
-41,699
1 2 3 4
5