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
+$175K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$295K
2
+$287K
3
+$278K
4
LUMN icon
Lumen
LUMN
+$252K
5
MRK icon
Merck
MRK
+$241K

Top Sells

1
+$374K
2
+$289K
3
+$272K
4
SPCE icon
Virgin Galactic
SPCE
+$237K
5
BTI icon
British American Tobacco
BTI
+$200K

Sector Composition

1 Technology 13.31%
2 Industrials 11.08%
3 Healthcare 10.48%
4 Financials 6.18%
5 Communication Services 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15M 1.04%
15,318
+3,206
27
$1.1M 1%
21,237
28
$1.05M 0.95%
13,342
29
$942K 0.85%
8,734
+200
30
$917K 0.83%
4,169
+25
31
$907K 0.82%
10,549
32
$895K 0.81%
16,797
+650
33
$863K 0.78%
15,979
+1,700
34
$786K 0.71%
5,265
35
$772K 0.7%
2,260
36
$746K 0.68%
7,584
+389
37
$717K 0.65%
4,766
+50
38
$708K 0.64%
16,464
+2,422
39
$707K 0.64%
2,047
+160
40
$694K 0.63%
6,836
41
$669K 0.61%
1,500
42
$667K 0.6%
2,358
43
$666K 0.6%
14,629
44
$658K 0.6%
3,887
-275
45
$638K 0.58%
3,883
-30
46
$631K 0.57%
12,032
+2
47
$602K 0.55%
4,520
+860
48
$598K 0.54%
11,096
49
$596K 0.54%
10,249
+300
50
$593K 0.54%
15,794
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2
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