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
$257M
AUM Growth
+$7.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$1.34M
3
+$657K
4
HSY icon
Hershey
HSY
+$589K
5
PFE icon
Pfizer
PFE
+$529K

Top Sells

1
+$2.6M
2
+$1.66M
3
+$1M
4
BK icon
Bank of New York Mellon
BK
+$885K
5
IBM icon
IBM
IBM
+$401K

Sector Composition

1 Technology 15.02%
2 Healthcare 10.11%
3 Consumer Staples 9.59%
4 Consumer Discretionary 6.36%
5 Utilities 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$316K 0.12%
+4,965
102
$310K 0.12%
2,338
+125
103
$305K 0.12%
+4,296
104
$293K 0.11%
3,737
-21,237
105
$283K 0.11%
+4,806
106
$267K 0.1%
762
+81
107
$243K 0.09%
2,706
-1,760
108
$236K 0.09%
+3,372
109
$228K 0.09%
1,680
110
$227K 0.09%
405
-24
111
$221K 0.09%
709
-29
112
$218K 0.09%
+3,221
113
$200K 0.08%
+1,831
114
– –
-23,228
115
– –
-2,920
1 2 3 4
5