SWMG
Signature Wealth Management Group Portfolio holdings
AUM
$253M
1-Year Return
11.32%
This Quarter Return
+5.17%
1 Year Return
+11.32%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$136M
AUM Growth
–
Cap. Flow
+$136M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
32.89%
Holding
396
New
392
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Southern Company
SO
|
$10.6M |
| 2 |
Valero Energy
VLO
|
$4.28M |
| 3 |
AbbVie
ABBV
|
$4.12M |
| 4 |
VF Corp
VFC
|
$4.03M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$3.89M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 13.69% |
| 2 | Technology | 10.97% |
| 3 | Utilities | 10.78% |
| 4 | Consumer Staples | 9.93% |
| 5 | Energy | 7.98% |
