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
176
$11K 0.01%
+180
177
$11K 0.01%
+249
178
$11K 0.01%
+380
179
$11K 0.01%
+153
180
$11K 0.01%
+609
181
$10K 0.01%
+667
182
$10K 0.01%
+33
183
$10K 0.01%
+781
184
$10K 0.01%
+215
185
$10K 0.01%
+176
186
$10K 0.01%
+195
187
$10K 0.01%
+149
188
$10K 0.01%
+160
189
$9K 0.01%
+500
190
$9K 0.01%
+135
191
$9K 0.01%
+326
192
$9K 0.01%
+100
193
$9K 0.01%
+420
194
$9K 0.01%
+112
195
$9K 0.01%
+537
196
$9K 0.01%
+590
197
$9K 0.01%
+220
198
$9K 0.01%
+146
199
$9K 0.01%
+64
200
$9K 0.01%
+100
6 7
8
9 10