SWMG

Signature Wealth Management Group Portfolio holdings

AUM $263M
1-Year Est. Return 9.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.1%
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
+$3.41M
2
+$2.09M
3
+$1.71M
4
BLK icon
Blackrock
BLK
+$429K
5
ARKK icon
ARK Innovation ETF
ARKK
+$334K

Top Sells

1
+$4.12M
2
+$3.35M
3
+$773K
4
NKE icon
Nike
NKE
+$420K
5
INTC icon
Intel
INTC
+$332K

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
201
$9K 0.01%
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$9K 0.01%
85
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400
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218
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397
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$7K 0.01%
102
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$7K 0.01%
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$7K 0.01%
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$6K ﹤0.01%
148
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$6K ﹤0.01%
37
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$6K ﹤0.01%
43
225
$6K ﹤0.01%
48
7 8
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10 11