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
$211M
AUM Growth
+$6.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.39M
3
+$1.06M
4
TSLA icon
Tesla
TSLA
+$759K
5
LNG icon
Cheniere Energy
LNG
+$755K

Top Sells

1
+$1.29M
2
+$1.08M
3
+$810K
4
MSFT icon
Microsoft
MSFT
+$731K
5
AXP icon
American Express
AXP
+$629K

Sector Composition

1 Technology 11.57%
2 Healthcare 8.91%
3 Consumer Discretionary 8.34%
4 Industrials 7.05%
5 Consumer Staples 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.28M 3.93%
119,045
+382
2
$7.44M 3.53%
302,713
+4,464
3
$6.6M 3.13%
59,873
+3,062
4
$5.79M 2.75%
243,182
+10,324
5
$5.11M 2.43%
208,420
+7,074
6
$5.04M 2.39%
212,188
+6,524
7
$4.86M 2.31%
193,073
+5,517
8
$4.73M 2.24%
189,578
+10,047
9
$4.62M 2.19%
202,088
+17,616
10
$4.54M 2.15%
28,476
-333
11
$4.19M 1.99%
80,424
-566
12
$4.15M 1.97%
48,583
-361
13
$4.1M 1.95%
13,903
-2,745
14
$4.1M 1.95%
78,485
+293
15
$4.05M 1.92%
30,178
+718
16
$4.04M 1.92%
187,556
+10,374
17
$4.03M 1.91%
134,929
+2,641
18
$3.93M 1.86%
36,939
-709
19
$3.92M 1.86%
110,600
-421
20
$3.9M 1.85%
142,107
+480
21
$3.79M 1.8%
23,200
-81
22
$3.74M 1.77%
19,271
+938
23
$3.7M 1.75%
75,135
+35,655
24
$3.68M 1.75%
38,835
+2,447
25
$3.66M 1.74%
57,817
+1,147
1
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