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
151
$18K 0.01%
+196
152
$18K 0.01%
+274
153
$17K 0.01%
+350
154
$17K 0.01%
+288
155
$17K 0.01%
+107
156
$16K 0.01%
+473
157
$15K 0.01%
+139
158
$15K 0.01%
+386
159
$15K 0.01%
+356
160
$14K 0.01%
+8
161
$14K 0.01%
+531
162
$14K 0.01%
+348
163
$14K 0.01%
+110
164
$14K 0.01%
+82
165
$14K 0.01%
+281
166
$14K 0.01%
+442
167
$14K 0.01%
+200
168
$13K 0.01%
+250
169
$12K 0.01%
+200
170
$12K 0.01%
+101
171
$12K 0.01%
+327
172
$12K 0.01%
+700
173
$12K 0.01%
+278
174
$12K 0.01%
+144
175
$11K 0.01%
+206
5 6
7
8 9