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
$228M
AUM Growth
+$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$992K
3
+$422K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$422K
5
SO icon
Southern Company
SO
+$240K

Top Sells

1
+$3.53M
2
+$1.5M
3
+$1.37M
4
WMB icon
Williams Companies
WMB
+$409K
5
NEE icon
NextEra Energy
NEE
+$248K

Sector Composition

1 Technology 15.23%
2 Healthcare 9.87%
3 Financials 6.22%
4 Consumer Discretionary 5.99%
5 Utilities 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.65M 4.22%
124,365
+3,094
2
$8.61M 3.77%
346,522
+2,744
3
$7.7M 3.37%
306,378
-319
4
$6.08M 2.66%
256,215
+1,456
5
$5.41M 2.37%
226,985
+2,827
6
$5.31M 2.32%
234,042
+2,677
7
$5.09M 2.23%
205,660
+1,961
8
$4.92M 2.15%
115,779
-9,616
9
$4.81M 2.11%
13,970
+202
10
$4.75M 2.08%
223,371
+2,432
11
$4.68M 2.05%
10,480
+220
12
$4.54M 1.99%
26,466
-784
13
$4.28M 1.88%
40,096
-283
14
$4.26M 1.87%
30,845
+5
15
$4.15M 1.82%
107,358
-817
16
$4.1M 1.79%
13,110
-50
17
$3.94M 1.73%
74,617
+593
18
$3.87M 1.7%
72,368
+340
19
$3.86M 1.69%
64,524
-39
20
$3.82M 1.68%
24,451
+176
21
$3.81M 1.67%
136,166
+4,898
22
$3.7M 1.62%
31,218
+533
23
$3.64M 1.6%
80,611
-493
24
$3.63M 1.59%
18,664
-760
25
$3.59M 1.57%
20,752
+347
1
2 3 4 5