SWMP
Signature Wealth Management Partners Portfolio holdings
AUM
$175M
This Quarter Return
+6.51%
1 Year Return
+16.39%
3 Year Return
+77.18%
5 Year Return
–
10 Year Return
–
AUM
$110M
AUM Growth
+$110M
(+5.6%)
Cap. Flow
-$39.9K
Cap. Flow
% of AUM
-0.04%
Top 10 Holdings %
Top 10 Hldgs %
42.38%
Holding
113
New
10
Increased
22
Reduced
34
Closed
5
Top Buys
| 1 |
Air Products & Chemicals
APD
|
$386K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$355K |
| 3 |
SPLK
Splunk Inc
SPLK
|
$282K |
| 4 |
Merck
MRK
|
$258K |
| 5 |
Virgin Galactic
SPCE
|
$237K |
Top Sells
| 1 |
AbbVie
ABBV
|
$465K |
| 2 |
Invesco Ultra Short Duration ETF
GSY
|
$421K |
| 3 |
JPMorgan Chase
JPM
|
$382K |
| 4 |
GE Aerospace
GE
|
$323K |
| 5 |
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% |
