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
$117M
AUM Growth
-$610K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$839K
2
+$613K
3
+$607K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$600K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$562K

Top Sells

1
+$713K
2
+$549K
3
+$532K
4
BSX icon
Boston Scientific
BSX
+$508K
5
BIIB icon
Biogen
BIIB
+$338K

Sector Composition

1 Technology 14.97%
2 Industrials 10.74%
3 Healthcare 8.85%
4 Communication Services 6.23%
5 Financials 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 1.01%
23,375
-4,835
27
$1.08M 0.92%
12,760
-276
28
$1.08M 0.92%
4,856
+3,773
29
$1.05M 0.9%
21,237
30
$1.05M 0.89%
6,436
-300
31
$981K 0.84%
19,693
+10,392
32
$971K 0.83%
19,324
+11,945
33
$963K 0.82%
5,123
-1,326
34
$895K 0.76%
9,037
-1,512
35
$879K 0.75%
5,422
-3,282
36
$847K 0.72%
17,097
+450
37
$837K 0.71%
5,265
38
$814K 0.69%
4,866
39
$806K 0.69%
7,982
+334
40
$797K 0.68%
4,414
+531
41
$784K 0.67%
4,094
-10
42
$768K 0.65%
1,996
-214
43
$757K 0.65%
5,518
+1,631
44
$737K 0.63%
14,229
-2,235
45
$734K 0.63%
14,045
-584
46
$730K 0.62%
1,654
-263
47
$718K 0.61%
11,081
-15
48
$708K 0.6%
1,500
49
$702K 0.6%
62,254
+12,145
50
$660K 0.56%
17,214
+812
1
2
3 4 5