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
$110M
AUM Growth
+$5.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$386K
2
+$355K
3
+$282K
4
SPCE icon
Virgin Galactic
SPCE
+$237K
5
ADBE icon
Adobe
ADBE
+$234K

Top Sells

1
+$465K
2
+$421K
3
+$382K
4
GE icon
GE Aerospace
GE
+$323K
5
DIAL icon
Columbia Diversified Fixed Income Allocation ETF
DIAL
+$275K

Sector Composition

1 Technology 12.5%
2 Industrials 11.77%
3 Healthcare 10.49%
4 Financials 6.12%
5 Communication Services 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$588K 0.53%
4,950
-100
52
$579K 0.53%
15,794
-300
53
$550K 0.5%
14,042
-264
54
$512K 0.46%
3,096
55
$511K 0.46%
11,956
56
$510K 0.46%
6,300
57
$474K 0.43%
1,745
58
$469K 0.43%
9,248
-1,836
59
$465K 0.42%
14,000
60
$459K 0.42%
3,660
+740
61
$449K 0.41%
87,666
62
$404K 0.37%
800
63
$401K 0.36%
2,411
+1,282
64
$401K 0.36%
8,457
+1,189
65
$393K 0.36%
3,355
66
$393K 0.36%
1,350
+200
67
$386K 0.35%
+1,341
68
$385K 0.35%
36,228
+15,647
69
$375K 0.34%
7,520
70
$374K 0.34%
7,506
71
$374K 0.34%
1,855
72
$357K 0.32%
8,247
73
$343K 0.31%
8,423
-150
74
$342K 0.31%
5,411
-4,045
75
$342K 0.31%
900
-250
1 2
3
4 5