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
$139M
AUM Growth
+$8.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.93M
3
+$1.19M
4
ARKK icon
ARK Innovation ETF
ARKK
+$902K
5
T icon
AT&T
T
+$696K

Top Sells

1
+$2.13M
2
+$1.94M
3
+$1.86M
4
AVGO icon
Broadcom
AVGO
+$898K
5
AAPL icon
Apple
AAPL
+$614K

Sector Composition

1 Technology 14.62%
2 Healthcare 13.31%
3 Industrials 9.49%
4 Consumer Staples 9.44%
5 Utilities 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.54M 3.99%
102,219
+268
2
$5.32M 3.83%
42,024
-1,082
3
$4.15M 2.99%
152,865
-6,488
4
$3.54M 2.55%
71,675
+970
5
$3.52M 2.54%
23,667
+2,729
6
$3.37M 2.43%
42,292
+1,033
7
$3.28M 2.36%
24,479
+398
8
$3.25M 2.34%
119,866
+16
9
$3.25M 2.34%
126,807
+1,920
10
$3.24M 2.33%
133,003
+12,043
11
$3.21M 2.31%
36,640
+3
12
$3.19M 2.29%
19,120
-11,641
13
$3.18M 2.29%
118,637
+916
14
$3.15M 2.26%
119,952
-47
15
$3.14M 2.26%
118,880
-29
16
$3.14M 2.26%
90,056
+1,867
17
$3.1M 2.23%
143,895
+32,300
18
$3.02M 2.17%
48,991
+1,656
19
$2.94M 2.12%
74,743
+1,364
20
$2.94M 2.11%
62,373
+935
21
$2.93M 2.11%
19,869
+304
22
$2.88M 2.07%
73,551
+2,860
23
$2.82M 2.03%
47,919
+1,762
24
$2.79M 2.01%
23,981
+710
25
$2.78M 2%
+28,732
1
2 3