SWMP

Signature Wealth Management Partners Portfolio holdings

AUM $191M
1-Year Est. Return 19.53%
This Quarter Est. Return
1 Year Est. Return
+19.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$7.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$3.57M
3
+$2.33M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$490K
5
NVDA icon
NVIDIA
NVDA
+$456K

Top Sells

1
+$528K
2
+$449K
3
+$256K
4
PYPL icon
PayPal
PYPL
+$255K
5
GEV icon
GE Vernova
GEV
+$212K

Sector Composition

1 Technology 14.55%
2 Industrials 7.67%
3 Financials 6.59%
4 Communication Services 4.9%
5 Consumer Discretionary 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.11M 0.73%
9,340
+1,501
27
$1.07M 0.7%
15,719
-6,573
28
$1.06M 0.69%
6,379
-694
29
$1.02M 0.67%
7,947
30
$957K 0.63%
18,264
+273
31
$910K 0.6%
4,408
+55
32
$890K 0.58%
2,464
-119
33
$878K 0.57%
3,529
-59
34
$854K 0.56%
9,292
-268
35
$851K 0.56%
17,094
+42
36
$845K 0.55%
1,547
37
$819K 0.54%
13,638
-699
38
$813K 0.53%
16,849
+962
39
$752K 0.49%
944
+50
40
$746K 0.49%
10,995
41
$736K 0.48%
4,708
+420
42
$687K 0.45%
5,515
43
$667K 0.44%
1,396
44
$655K 0.43%
4,369
45
$645K 0.42%
781
+270
46
$636K 0.42%
14,031
-1,905
47
$629K 0.41%
7,006
-162
48
$624K 0.41%
7,304
-216
49
$621K 0.41%
7,542
-632
50
$615K 0.4%
8,670
1
2
3 4 5