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
$216M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$8.59M
2
+$8.42M
3
+$7.75M
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$6.11M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$5.36M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.97%
2 Healthcare 9.32%
3 Consumer Discretionary 6.9%
4 Financials 6.04%
5 Utilities 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.59M 3.97%
+346,869
2
$8.42M 3.89%
+120,123
3
$7.75M 3.58%
+310,962
4
$6.11M 2.83%
+255,384
5
$5.36M 2.48%
+224,205
6
$5.08M 2.35%
+202,585
7
$5M 2.31%
+216,529
8
$4.56M 2.11%
+42,461
9
$4.54M 2.1%
+13,111
10
$4.53M 2.09%
+129,972
11
$4.4M 2.04%
+28,425
12
$4.38M 2.02%
+25,728
13
$4.37M 2.02%
+201,814
14
$4.21M 1.94%
+25,718
15
$4M 1.85%
+109,553
16
$3.95M 1.83%
+10,513
17
$3.95M 1.83%
+13,720
18
$3.94M 1.82%
+79,927
19
$3.8M 1.76%
+34,828
20
$3.74M 1.73%
+23,801
21
$3.64M 1.68%
+30,575
22
$3.62M 1.68%
+29,827
23
$3.6M 1.66%
+125,107
24
$3.54M 1.64%
+61,657
25
$3.54M 1.63%
+23,709
1
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