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
$110M
AUM Growth
+$5.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$386K
2
+$355K
3
+$282K
4
SPCE icon
Virgin Galactic
SPCE
+$237K
5
ADBE icon
Adobe
ADBE
+$234K

Top Sells

1
+$465K
2
+$421K
3
+$382K
4
GE icon
GE Aerospace
GE
+$323K
5
DIAL icon
Columbia Diversified Fixed Income Allocation ETF
DIAL
+$275K

Sector Composition

1 Technology 12.5%
2 Industrials 11.77%
3 Healthcare 10.49%
4 Financials 6.12%
5 Communication Services 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.09M 0.99%
21,237
27
$993K 0.9%
4,144
28
$978K 0.89%
13,342
29
$961K 0.87%
8,534
-4,130
30
$942K 0.86%
12,112
+2,901
31
$906K 0.82%
16,147
32
$900K 0.82%
10,549
33
$817K 0.74%
2,358
+260
34
$800K 0.73%
14,279
+440
35
$795K 0.72%
2,260
-120
36
$777K 0.71%
5,265
-102
37
$749K 0.68%
14,844
-8,341
38
$732K 0.66%
4,162
-721
39
$716K 0.65%
6,836
40
$714K 0.65%
1,887
41
$711K 0.65%
7,195
+217
42
$705K 0.64%
1,500
43
$699K 0.63%
4,716
44
$698K 0.63%
14,629
45
$690K 0.63%
10,284
-4,813
46
$651K 0.59%
12,030
+12
47
$648K 0.59%
3,913
-113
48
$622K 0.56%
4,439
+81
49
$621K 0.56%
9,949
50
$606K 0.55%
11,096
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