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
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$4.28M
3
+$4.12M
4
VFC icon
VF Corp
VFC
+$4.03M
5
TIP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$27K 0.02%
+200
127
$26K 0.02%
+329
128
$26K 0.02%
+1,500
129
$25K 0.02%
+733
130
$25K 0.02%
+148
131
$25K 0.02%
+291
132
$25K 0.02%
+100
133
$24K 0.02%
+107
134
$23K 0.02%
+1,019
135
$23K 0.02%
+898
136
$22K 0.02%
+319
137
$22K 0.02%
+213
138
$22K 0.02%
+800
139
$21K 0.02%
+900
140
$21K 0.02%
+211
141
$21K 0.02%
+200
142
$21K 0.02%
+688
143
$20K 0.01%
+372
144
$20K 0.01%
+135
145
$20K 0.01%
+321
146
$19K 0.01%
+120
147
$19K 0.01%
+1,743
148
$19K 0.01%
+641
149
$19K 0.01%
+418
150
$19K 0.01%
+1,875
4 5
6
7 8