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
$108M
AUM Growth
+$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$365K
3
+$345K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$282K
5
AMD icon
Advanced Micro Devices
AMD
+$251K

Top Sells

1
+$802K
2
+$653K
3
+$444K
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$432K
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$394K

Sector Composition

1 Technology 14.05%
2 Industrials 12.46%
3 Healthcare 6.6%
4 Financials 6.55%
5 Communication Services 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$965K 0.9%
21,237
27
$951K 0.88%
9,783
-90
28
$936K 0.87%
8,798
-2,600
29
$912K 0.85%
5,590
-100
30
$880K 0.82%
8,989
+50
31
$876K 0.81%
8,753
+1,257
32
$864K 0.8%
22,218
-176
33
$846K 0.78%
4,639
-159
34
$825K 0.77%
7,506
-3,585
35
$772K 0.72%
10,115
-2,859
36
$759K 0.7%
4,145
-1,118
37
$751K 0.7%
8,293
+198
38
$743K 0.69%
4,919
-570
39
$721K 0.67%
10,343
+341
40
$717K 0.67%
1,516
+6
41
$704K 0.65%
2,280
+913
42
$698K 0.65%
1,965
-31
43
$660K 0.61%
36,944
-19,629
44
$636K 0.59%
4,304
45
$632K 0.59%
14,169
+49
46
$629K 0.58%
10,833
-248
47
$622K 0.58%
13,276
+2,532
48
$606K 0.56%
2,481
+2
49
$552K 0.51%
4,214
50
$530K 0.49%
1,203
-59
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2
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