SWMG
Signature Wealth Management Group Portfolio holdings
AUM
$263M
1-Year Est. Return
9.1%
This Fund
S&P 500
1 Year Est. Return
+9.1%
AUM
$263M
AUM Growth
+$18.1M
(+7.4%)
Holding
135
Top Buys
| 1 | +$4.69M | |
| 2 | +$3.72M | |
| 3 | +$2.74M | |
| 4 |
TSMC
TSM
|
+$2.34M |
| 5 |
Microsoft
MSFT
|
+$1.9M |
Top Sells
| 1 | +$4.38M | |
| 2 | +$1.83M | |
| 3 | +$1.77M | |
| 4 |
Deere & Co
DE
|
+$1.74M |
| 5 |
Blackrock
BLK
|
+$1.66M |
Sector Composition
| 1 | Technology | 13.98% |
| 2 | Consumer Staples | 12.17% |
| 3 | Healthcare | 11.15% |
| 4 | Energy | 7.51% |
| 5 | Consumer Discretionary | 5.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Salesforce
CRM
$157B
| $206K | 0.08% |
1,102
-6,020
|
|
||
127
iShares Bitcoin Trust
IBIT
$60.9B
| $204K | 0.08% |
5,307
|
|
||
128
First Trust Value Line Dividend Fund
FVD
$8.27B
| $201K | 0.08% |
+4,272
|
|
||
129
Automatic Data Processing
ADP
$82.5B
| – | – |
-1,010
|
|
||
130
ARK 21Shares Bitcoin ETF
ARKB
$1.22B
| – | – |
-10,673
|
|
||
131
Broadcom
AVGO
$1.89T
| – | – |
-601
|
|
||
|
IAUX
132
i-80 Gold Corp
IAUX
$1.45B
| – | – |
-30,300
|
|
||
133
Spotify
SPOT
$111B
| – | – |
-1,420
|
|
||
134
Zoetis
ZTS
$51.7B
| – | – |
-9,041
|
|