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
$132M
AUM Growth
+$8.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$520K
3
+$449K
4
AAPL icon
Apple
AAPL
+$425K
5
NOW icon
ServiceNow
NOW
+$310K

Top Sells

1
+$263K
2
+$234K
3
+$217K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$208K
5
IYW icon
iShares US Technology ETF
IYW
+$157K

Sector Composition

1 Technology 15.52%
2 Industrials 8.54%
3 Financials 6.69%
4 Communication Services 5.6%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 0.85%
2,992
+2
27
$1.04M 0.79%
7,086
+13
28
$985K 0.75%
4,353
29
$966K 0.73%
9,533
-200
30
$924K 0.7%
2,535
+1
31
$908K 0.69%
4,951
-12
32
$890K 0.68%
7,192
-337
33
$884K 0.67%
5,650
-168
34
$850K 0.65%
20,675
+995
35
$770K 0.59%
4,669
36
$756K 0.57%
1,396
37
$719K 0.55%
9,620
-337
38
$711K 0.54%
5,537
39
$703K 0.53%
894
+394
40
$700K 0.53%
1,547
+2
41
$684K 0.52%
1,786
+89
42
$683K 0.52%
2,923
43
$673K 0.51%
16,315
-334
44
$648K 0.49%
8,794
45
$644K 0.49%
9,843
46
$636K 0.48%
13,963
-206
47
$632K 0.48%
8,928
+8
48
$620K 0.47%
3,585
+2
49
$610K 0.46%
14,562
+7,112
50
$600K 0.46%
3,287
-50
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2
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