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
$97.6M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$282K
2
+$213K
3
+$180K
4
GM icon
General Motors
GM
+$170K
5
AMZN icon
Amazon
AMZN
+$163K

Top Sells

1
+$430K
2
+$308K
3
+$308K
4
DOW icon
Dow Inc
DOW
+$305K
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$262K

Sector Composition

1 Technology 14.35%
2 Industrials 10.34%
3 Healthcare 9.94%
4 Communication Services 6.58%
5 Financials 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$989K 1.01%
12,760
27
$893K 0.91%
5,541
+685
28
$892K 0.91%
5,296
+882
29
$886K 0.91%
21,237
30
$857K 0.88%
8,912
-125
31
$853K 0.87%
5,890
-546
32
$831K 0.85%
5,422
33
$800K 0.82%
5,820
-1,140
34
$792K 0.81%
4,750
-116
35
$713K 0.73%
14,395
-5,298
36
$711K 0.73%
13,554
-675
37
$709K 0.73%
1,650
-4
38
$693K 0.71%
63,565
+1,311
39
$687K 0.7%
8,194
+212
40
$669K 0.69%
5,265
41
$660K 0.68%
13,170
-6,154
42
$657K 0.67%
11,081
43
$649K 0.66%
4,744
+650
44
$638K 0.65%
10,283
45
$597K 0.61%
1,996
46
$595K 0.61%
4,682
-441
47
$595K 0.61%
4,214
48
$592K 0.61%
1,500
49
$590K 0.6%
14,120
+75
50
$580K 0.59%
18,440
+1,226
1
2
3 4 5