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
+$352K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.34M
3
+$376K
4
GIS icon
General Mills
GIS
+$252K
5
BA icon
Boeing
BA
+$249K

Top Sells

1
+$3.74M
2
+$2.71M
3
+$1.27M
4
PFE icon
Pfizer
PFE
+$856K
5
PAYX icon
Paychex
PAYX
+$412K

Sector Composition

1 Technology 14.71%
2 Healthcare 11.74%
3 Consumer Discretionary 10.4%
4 Consumer Staples 8.01%
5 Industrials 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.1M 3.95%
114,638
-1,907
2
$5.48M 3.04%
42,885
+97
3
$4.3M 2.39%
159,453
+987
4
$4.08M 2.27%
14,482
+377
5
$4.03M 2.24%
68,638
-877
6
$3.98M 2.21%
36,873
-291
7
$3.94M 2.19%
35,002
-3,662
8
$3.82M 2.12%
11,633
+670
9
$3.82M 2.12%
34,535
+3,405
10
$3.8M 2.11%
+108,937
11
$3.76M 2.09%
69,048
-2,638
12
$3.73M 2.07%
71,149
+237
13
$3.68M 2.05%
22,802
-374
14
$3.55M 1.97%
50,282
+1,915
15
$3.48M 1.93%
23,706
-41
16
$3.45M 1.92%
57,722
+4,205
17
$3.45M 1.92%
146,057
+5,992
18
$3.43M 1.91%
161,062
+3,799
19
$3.39M 1.88%
53,875
+439
20
$3.38M 1.88%
25,528
+1,198
21
$3.34M 1.86%
32,960
+1,368
22
$3.34M 1.86%
+72,129
23
$3.34M 1.86%
44,476
+2,308
24
$3.34M 1.85%
124,298
+103
25
$3.31M 1.84%
124,847
+634
1
2 3 4