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
$228M
AUM Growth
+$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$2.94M
2 +$992K
3 +$422K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$422K
5
SO icon
Southern Company
SO
+$240K

Top Sells

1 +$3.53M
2 +$1.5M
3 +$1.37M
4
WMB icon
Williams Companies
WMB
+$409K
5
NEE icon
NextEra Energy
NEE
+$248K

Sector Composition

1 Technology 15.23%
2 Healthcare 9.87%
3 Financials 6.22%
4 Consumer Discretionary 5.99%
5 Utilities 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,861
102
-82,239