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
$102M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$547K
3
+$388K
4
HD icon
Home Depot
HD
+$315K
5
OTIS icon
Otis Worldwide
OTIS
+$242K

Top Sells

1
+$472K
2
+$316K
3
+$228K
4
MDT icon
Medtronic
MDT
+$212K
5
WBD icon
Warner Bros
WBD
+$143K

Sector Composition

1 Industrials 12.57%
2 Technology 12.11%
3 Healthcare 9.18%
4 Financials 6.38%
5 Communication Services 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.04M 1.02%
6,422
27
$1.02M 1.01%
5,690
-200
28
$999K 0.98%
9,873
-65
29
$978K 0.96%
56,573
-27,282
30
$978K 0.96%
53,100
+112
31
$967K 0.95%
21,237
32
$902K 0.89%
8,939
33
$893K 0.88%
5,263
-33
34
$882K 0.87%
22,394
-966
35
$867K 0.85%
4,798
-51
36
$820K 0.81%
6,348
+528
37
$735K 0.72%
1,510
-20
38
$695K 0.68%
13,554
39
$686K 0.68%
8,095
+133
40
$683K 0.67%
5,489
+224
41
$677K 0.67%
12,974
+3
42
$675K 0.66%
1,996
43
$667K 0.66%
10,002
44
$656K 0.65%
19,188
+1,518
45
$651K 0.64%
7,496
+197
46
$646K 0.64%
11,081
47
$645K 0.64%
14,120
48
$612K 0.6%
5,084
-550
49
$594K 0.58%
4,214
50
$545K 0.54%
1,262
-79
1
2
3 4 5