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
$130M
AUM Growth
-$6.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.73M
3
+$2.24M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$639K
5
SCI icon
Service Corp International
SCI
+$412K

Top Sells

1
+$3.17M
2
+$2.43M
3
+$2.37M
4
ABBV icon
AbbVie
ABBV
+$1.26M
5
VLO icon
Valero Energy
VLO
+$1.11M

Sector Composition

1 Consumer Discretionary 12.64%
2 Consumer Staples 12.41%
3 Technology 11.79%
4 Utilities 10.52%
5 Energy 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$28K 0.02%
237
127
$28K 0.02%
533
128
$27K 0.02%
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129
$26K 0.02%
329
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$26K 0.02%
350
-180
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$25K 0.02%
578
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$25K 0.02%
1,500
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$24K 0.02%
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-19
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$24K 0.02%
1,019
135
$24K 0.02%
733
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$24K 0.02%
389
+1
137
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138
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108
+1
139
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898
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$21K 0.02%
275
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$21K 0.02%
688
143
$21K 0.02%
321
144
$20K 0.02%
197
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145
$19K 0.01%
211
146
$19K 0.01%
641
147
$19K 0.01%
372
148
$18K 0.01%
1,743
149
$18K 0.01%
1,875
150
$17K 0.01%
8
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