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
+$175K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$295K
2
+$287K
3
+$278K
4
LUMN icon
Lumen
LUMN
+$252K
5
MRK icon
Merck
MRK
+$241K

Top Sells

1
+$374K
2
+$289K
3
+$272K
4
SPCE icon
Virgin Galactic
SPCE
+$237K
5
BTI icon
British American Tobacco
BTI
+$200K

Sector Composition

1 Technology 13.31%
2 Industrials 11.08%
3 Healthcare 10.48%
4 Financials 6.18%
5 Communication Services 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$590K 0.53%
4,439
52
$585K 0.53%
9,115
-1,169
53
$560K 0.51%
3,276
+865
54
$545K 0.49%
4,750
-200
55
$519K 0.47%
11,956
56
$517K 0.47%
905
+105
57
$499K 0.45%
6,300
58
$485K 0.44%
2,896
-200
59
$478K 0.43%
1,745
60
$476K 0.43%
9,441
-5,403
61
$468K 0.42%
87,666
62
$463K 0.42%
14,000
63
$435K 0.39%
9,106
+1,600
64
$410K 0.37%
8,079
-1,169
65
$408K 0.37%
8,906
+449
66
$390K 0.35%
3,280
-75
67
$373K 0.34%
7,520
68
$373K 0.34%
600
+100
69
$356K 0.32%
8,347
+100
70
$351K 0.32%
1,350
71
$350K 0.32%
36,560
+332
72
$344K 0.31%
1,342
+1
73
$340K 0.31%
900
74
$335K 0.3%
1,388
+120
75
$329K 0.3%
4,715
1 2
3
4 5