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
$222M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$3.73M
3
+$3.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.25M
5
LRCX icon
Lam Research
LRCX
+$2.07M

Top Sells

1
+$3.36M
2
+$3.32M
3
+$1.83M
4
SWKS icon
Skyworks Solutions
SWKS
+$1.81M
5
CVX icon
Chevron
CVX
+$1.76M

Sector Composition

1 Technology 14.74%
2 Healthcare 12.24%
3 Consumer Discretionary 11.91%
4 Industrials 8.2%
5 Energy 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.09M 4.09%
125,305
+5,429
2
$6.72M 3.03%
53,982
+7,285
3
$5.74M 2.59%
35,427
-605
4
$5.23M 2.35%
17,466
+5,758
5
$5.2M 2.34%
51,194
+3,333
6
$5.09M 2.29%
16,520
+1,951
7
$4.7M 2.11%
34,400
+1,545
8
$4.55M 2.05%
+136,294
9
$4.52M 2.04%
36,330
+12,384
10
$4.4M 1.98%
176,507
+13,117
11
$4.37M 1.97%
18,061
+1,731
12
$4.21M 1.9%
9,548
+592
13
$4.12M 1.85%
60,799
+3,178
14
$4.1M 1.85%
50,003
+5,355
15
$4.09M 1.84%
79,028
+5,607
16
$4.05M 1.82%
108,027
+8,275
17
$4M 1.8%
71,657
+4,019
18
$3.92M 1.76%
39,279
+3,690
19
$3.92M 1.76%
69,048
+3,213
20
$3.89M 1.75%
56,081
+4,512
21
$3.83M 1.73%
10,668
+3,117
22
$3.82M 1.72%
148,695
+3,945
23
$3.73M 1.68%
+58,559
24
$3.71M 1.67%
78,986
+7,298
25
$3.7M 1.67%
67,934
+5,323
1
2 3 4