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
$249M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$4.05M
3
+$3.61M
4
PSA icon
Public Storage
PSA
+$217K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$216K

Top Sells

1
+$3.97M
2
+$2.29M
3
+$2.06M
4
TT icon
Trane Technologies
TT
+$831K
5
TJX icon
TJX Companies
TJX
+$669K

Sector Composition

1 Technology 14.94%
2 Healthcare 9.75%
3 Consumer Staples 7.17%
4 Utilities 6.42%
5 Financials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$234K 0.09%
768
-40
102
$217K 0.09%
+596
103
$216K 0.09%
+3,327
104
$212K 0.08%
+4,165
105
– –
-13,553
1 2 3 4
5