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
$100M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$7.44M
3
+$6.75M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.88M
5
AME icon
Ametek
AME
+$4.55M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.03%
2 Industrials 10.96%
3 Healthcare 7.1%
4 Communication Services 5.15%
5 Financials 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$476K 0.48%
+7,009
52
$469K 0.47%
+3,899
53
$466K 0.47%
+5,399
54
$466K 0.47%
+15,794
55
$455K 0.45%
+6,300
56
$415K 0.41%
+1,168
57
$403K 0.4%
+4,776
58
$401K 0.4%
+87,666
59
$390K 0.39%
+3,302
60
$375K 0.37%
+7,520
61
$374K 0.37%
+3,096
62
$373K 0.37%
+800
63
$351K 0.35%
+3,255
64
$345K 0.34%
+7,506
65
$338K 0.34%
+48,130
66
$324K 0.32%
+3,521
67
$313K 0.31%
+8,706
68
$313K 0.31%
+4,920
69
$312K 0.31%
+7,720
70
$297K 0.3%
+8,573
71
$293K 0.29%
+24,530
72
$284K 0.28%
+841
73
$275K 0.27%
+6,829
74
$275K 0.27%
+500
75
$269K 0.27%
+1,098
1 2
3
4