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
$138M
AUM Growth
+$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$413K
3
+$409K
4
CRWD icon
CrowdStrike
CRWD
+$376K
5
NVDA icon
NVIDIA
NVDA
+$266K

Top Sells

1
+$703K
2
+$440K
3
+$355K
4
CVX icon
Chevron
CVX
+$312K
5
T icon
AT&T
T
+$260K

Sector Composition

1 Technology 16.14%
2 Industrials 8.57%
3 Financials 6.43%
4 Communication Services 5.26%
5 Healthcare 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15M 0.83%
7,077
-9
27
$1.02M 0.74%
8,364
-1,169
28
$983K 0.71%
4,353
29
$955K 0.69%
2,545
+10
30
$876K 0.63%
3,125
+1,339
31
$817K 0.59%
7,193
+1
32
$800K 0.58%
894
33
$794K 0.57%
4,669
34
$793K 0.57%
3,586
+1
35
$792K 0.57%
4,738
-213
36
$790K 0.57%
6,739
-6,000
37
$772K 0.56%
5,537
38
$770K 0.56%
17,001
-3,674
39
$766K 0.55%
1,547
40
$760K 0.55%
9,620
41
$751K 0.54%
1,396
42
$742K 0.54%
13,887
-675
43
$733K 0.53%
8,670
-258
44
$729K 0.53%
8,174
-620
45
$718K 0.52%
9,743
-100
46
$712K 0.52%
15,858
-457
47
$690K 0.5%
2,863
-60
48
$662K 0.48%
12,970
-993
49
$659K 0.48%
3,287
50
$595K 0.43%
1,220
+1
1
2
3 4 5