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
$180M
AUM Growth
+$9.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$1.53M
3
+$1.36M
4
TSLA icon
Tesla
TSLA
+$919K
5
SO icon
Southern Company
SO
+$878K

Top Sells

1
+$3.2M
2
+$1.68M
3
+$1.38M
4
SNA icon
Snap-on
SNA
+$286K
5
CVS icon
CVS Health
CVS
+$260K

Sector Composition

1 Technology 15.03%
2 Healthcare 14.48%
3 Consumer Discretionary 9.82%
4 Consumer Staples 7.87%
5 Industrials 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.05M 3.93%
116,545
+14,510
2
$5.48M 3.05%
42,788
-433
3
$4.29M 2.39%
158,466
+826
4
$4.19M 2.33%
37,164
-169
5
$4.15M 2.31%
38,664
-1,160
6
$4.07M 2.27%
31,130
+3,682
7
$3.94M 2.2%
23,747
-502
8
$3.89M 2.16%
46,586
-3,115
9
$3.86M 2.15%
69,515
-964
10
$3.84M 2.14%
70,912
-1,175
11
$3.82M 2.13%
14,105
+651
12
$3.82M 2.13%
23,176
-419
13
$3.8M 2.12%
71,686
-1,856
14
$3.78M 2.1%
48,367
+214
15
$3.65M 2.03%
93,169
+825
16
$3.52M 1.96%
67,930
+29,488
17
$3.5M 1.95%
10,963
-27
18
$3.46M 1.92%
53,436
-75
19
$3.4M 1.89%
24,230
-168
20
$3.39M 1.89%
140,065
+3,232
21
$3.35M 1.87%
124,195
-182
22
$3.31M 1.84%
31,592
+160
23
$3.31M 1.84%
124,213
+1,484
24
$3.29M 1.83%
+8,686
25
$3.28M 1.83%
42,168
+457
1
2 3 4