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
176
$11K 0.01%
125
177
$11K 0.01%
281
178
$11K 0.01%
510
+315
179
$11K 0.01%
306
180
$11K 0.01%
77
181
$11K 0.01%
327
182
$11K 0.01%
160
183
$10K 0.01%
255
+3
184
$10K 0.01%
220
185
$10K 0.01%
280
186
$10K 0.01%
64
187
$10K 0.01%
227
+3
188
$10K 0.01%
215
189
$10K 0.01%
195
190
$9K 0.01%
60
191
$9K 0.01%
85
192
$9K 0.01%
217
-32
193
$9K 0.01%
200
194
$9K 0.01%
100
195
$9K 0.01%
+102
196
$9K 0.01%
590
197
$9K 0.01%
667
198
$9K 0.01%
781
199
$9K 0.01%
82
200
$9K 0.01%
278
6 7
8
9 10