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
151
$17K 0.01%
1,875
152
$16K 0.01%
8
153
$16K 0.01%
+300
154
$16K 0.01%
101
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$15K 0.01%
180
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$15K 0.01%
108
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$15K 0.01%
531
158
$15K 0.01%
228
-231
159
$15K 0.01%
77
+8
160
$14K 0.01%
350
161
$14K 0.01%
386
162
$13K 0.01%
1,194
-1,660
163
$13K 0.01%
144
164
$13K 0.01%
248
165
$13K 0.01%
119
166
$13K 0.01%
110
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$13K 0.01%
348
168
$12K 0.01%
205
-116
169
$12K 0.01%
281
170
$12K 0.01%
700
171
$12K 0.01%
340
172
$11K 0.01%
278
173
$11K 0.01%
160
174
$11K 0.01%
82
175
$11K 0.01%
224
+2
5 6
7
8 9