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
$104M
AUM Growth
+$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.09M
3
+$1.03M
4
NEE icon
NextEra Energy
NEE
+$1.01M
5
JPM icon
JPMorgan Chase
JPM
+$939K

Top Sells

1
+$7.86M
2
+$2.02M
3
+$978K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$563K
5
GLD icon
SPDR Gold Trust
GLD
+$491K

Sector Composition

1 Industrials 12.45%
2 Technology 11.43%
3 Healthcare 11.33%
4 Financials 6.28%
5 Communication Services 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$581K 0.56%
+14,000
52
$569K 0.55%
11,096
53
$564K 0.54%
5,050
54
$563K 0.54%
11,084
-19,259
55
$555K 0.53%
4,358
+459
56
$548K 0.53%
16,094
+300
57
$518K 0.5%
14,306
+419
58
$494K 0.47%
6,300
59
$464K 0.45%
40,202
+22,811
60
$462K 0.44%
11,956
+3,250
61
$438K 0.42%
3,096
62
$426K 0.41%
47,330
-800
63
$424K 0.41%
1,745
-244
64
$399K 0.38%
+1,855
65
$398K 0.38%
8,247
+1,418
66
$376K 0.36%
1,150
+250
67
$374K 0.36%
7,520
68
$365K 0.35%
800
69
$364K 0.35%
3,355
+100
70
$350K 0.34%
5,058
-1,951
71
$343K 0.33%
8,573
72
$335K 0.32%
7,506
73
$326K 0.31%
4,920
74
$324K 0.31%
7,268
-452
75
$318K 0.31%
4,915
+1,000
1 2
3
4 5