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
-$636K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.02M
3
+$1.54M
4
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$1.36M
5
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$1M

Top Sells

1
+$7.73M
2
+$1.56M
3
+$1.3M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.13M
5
ETR icon
Entergy
ETR
+$462K

Sector Composition

1 Technology 16.02%
2 Healthcare 9.27%
3 Consumer Staples 8%
4 Financials 6.91%
5 Consumer Discretionary 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$250K 0.1%
2,213
+88
102
$222K 0.09%
1,680
103
$215K 0.09%
+681
104
$214K 0.09%
738
-30
105
$211K 0.08%
2,920
-20
106
$202K 0.08%
+3,173
107
– –
-49,956
108
– –
-306,553
109
– –
-18,724
110
– –
-596
111
– –
-31,307
112
– –
-4,165
1 2 3 4
5