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
$135M
AUM Growth
+$5.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$2.09M
3
+$1.71M
4
BLK icon
Blackrock
BLK
+$405K
5
ARKK icon
ARK Innovation ETF
ARKK
+$352K

Top Sells

1
+$4.21M
2
+$3.34M
3
+$800K
4
NKE icon
Nike
NKE
+$477K
5
INTC icon
Intel
INTC
+$312K

Sector Composition

1 Consumer Discretionary 12.65%
2 Consumer Staples 12.03%
3 Technology 11.57%
4 Energy 11.26%
5 Utilities 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$32K 0.02%
757
127
$31K 0.02%
568
+35
128
$29K 0.02%
350
129
$28K 0.02%
200
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$27K 0.02%
198
+50
131
$26K 0.02%
487
132
$26K 0.02%
329
133
$25K 0.02%
1,500
134
$24K 0.02%
390
+1
135
$24K 0.02%
99
-9
136
$23K 0.02%
334
-21
137
$23K 0.02%
1,019
138
$23K 0.02%
733
139
$23K 0.02%
275
140
$22K 0.02%
898
141
$22K 0.02%
197
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$21K 0.02%
211
143
$21K 0.02%
688
144
$21K 0.02%
641
145
$21K 0.02%
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146
$20K 0.01%
288
147
$20K 0.01%
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148
$19K 0.01%
480
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149
$19K 0.01%
1,743
150
$17K 0.01%
196
4 5
6
7 8