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
$104M
AUM Growth
+$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.09M
3
+$1.03M
4
NEE icon
NextEra Energy
NEE
+$1.01M
5
JPM icon
JPMorgan Chase
JPM
+$939K

Top Sells

1
+$7.86M
2
+$2.02M
3
+$978K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$563K
5
GLD icon
SPDR Gold Trust
GLD
+$491K

Sector Composition

1 Industrials 12.45%
2 Technology 11.43%
3 Healthcare 11.33%
4 Financials 6.28%
5 Communication Services 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 1.01%
4,144
27
$1.03M 0.99%
16,147
+398
28
$1.01M 0.97%
+13,342
29
$1M 0.96%
21,237
30
$988K 0.95%
15,097
-1,648
31
$938K 0.9%
9,100
+420
32
$927K 0.89%
15,728
+667
33
$901K 0.86%
4,883
+277
34
$815K 0.78%
10,549
35
$805K 0.77%
13,839
+2,888
36
$799K 0.77%
2,380
37
$748K 0.72%
14,629
+268
38
$716K 0.69%
6,836
+2,060
39
$713K 0.68%
5,367
40
$697K 0.67%
1,887
+719
41
$678K 0.65%
9,211
42
$667K 0.64%
4,716
43
$644K 0.62%
4,026
-3,071
44
$639K 0.61%
6,978
+1,579
45
$633K 0.61%
12,018
+2,000
46
$605K 0.58%
9,456
-200
47
$605K 0.58%
1,500
48
$590K 0.57%
87,666
49
$587K 0.56%
2,098
+1,000
50
$582K 0.56%
9,949
1
2
3 4 5