SWMP

Signature Wealth Management Partners Portfolio holdings

AUM $175M
1-Year Est. Return 16.39%
This Quarter Est. Return
1 Year Est. Return
+16.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$7.44M
3
+$6.75M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.88M
5
AME icon
Ametek
AME
+$4.55M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.03%
2 Industrials 10.96%
3 Healthcare 7.1%
4 Communication Services 5.15%
5 Financials 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$901K 0.9%
+21,237
27
$901K 0.9%
+16,745
28
$887K 0.89%
+4,144
29
$870K 0.87%
+15,061
30
$835K 0.83%
+4,606
31
$785K 0.78%
+15,749
32
$761K 0.76%
+8,680
33
$754K 0.75%
+10,549
34
$719K 0.72%
+9,211
35
$699K 0.7%
+4,716
36
$698K 0.7%
+5,367
37
$676K 0.68%
+2,380
38
$656K 0.66%
+6,126
39
$647K 0.65%
+1,500
40
$643K 0.64%
+10,951
41
$589K 0.59%
+14,361
42
$582K 0.58%
+5,050
43
$582K 0.58%
+9,949
44
$563K 0.56%
+14,844
45
$549K 0.55%
+10,018
46
$536K 0.54%
+9,656
47
$511K 0.51%
+13,887
48
$507K 0.51%
+8,694
49
$500K 0.5%
+11,096
50
$480K 0.48%
+1,989
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