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
-$329K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.96M
3
+$2.54M
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.27M
5
ITW icon
Illinois Tool Works
ITW
+$551K

Top Sells

1
+$4.32M
2
+$3.58M
3
+$2.75M
4
HRL icon
Hormel Foods
HRL
+$516K
5
WSM icon
Williams-Sonoma
WSM
+$467K

Sector Composition

1 Consumer Discretionary 12.24%
2 Technology 11.6%
3 Energy 9.96%
4 Consumer Staples 9.84%
5 Financials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$33K 0.02%
590
-13
127
$32K 0.02%
237
+207
128
$30K 0.02%
600
-11
129
$30K 0.02%
580
130
$30K 0.02%
275
131
$30K 0.02%
568
132
$29K 0.02%
560
133
$29K 0.02%
396
-4
134
$29K 0.02%
757
135
$27K 0.02%
200
136
$25K 0.02%
334
137
$25K 0.02%
847
+159
138
$25K 0.02%
329
139
$24K 0.02%
515
+28
140
$23K 0.02%
1,019
141
$22K 0.02%
+953
142
$22K 0.02%
900
+2
143
$22K 0.02%
733
144
$22K 0.02%
391
+1
145
$21K 0.02%
211
146
$21K 0.02%
83
-16
147
$20K 0.01%
288
148
$20K 0.01%
800
149
$19K 0.01%
480
150
$19K 0.01%
1,743
4 5
6
7 8