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
$117M
AUM Growth
-$610K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$839K
2
+$613K
3
+$607K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$600K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$562K

Top Sells

1
+$713K
2
+$549K
3
+$532K
4
BSX icon
Boston Scientific
BSX
+$508K
5
BIIB icon
Biogen
BIIB
+$338K

Sector Composition

1 Technology 14.97%
2 Industrials 10.74%
3 Healthcare 8.85%
4 Communication Services 6.23%
5 Financials 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$646K 0.55%
10,283
+34
52
$630K 0.54%
11,046
+1,849
53
$607K 0.52%
+6,494
54
$600K 0.51%
4,300
-20
55
$581K 0.5%
4,400
-100
56
$562K 0.48%
+7,346
57
$548K 0.47%
4,214
58
$532K 0.45%
900
-200
59
$515K 0.44%
13,010
+4,763
60
$505K 0.43%
4,434
+675
61
$487K 0.42%
6,300
62
$483K 0.41%
+9,052
63
$479K 0.41%
1,727
+1
64
$452K 0.39%
9,489
-1,549
65
$439K 0.37%
7,520
66
$414K 0.35%
4,920
67
$409K 0.35%
7,506
68
$386K 0.33%
1,545
+202
69
$386K 0.33%
+10,810
70
$376K 0.32%
3,280
71
$375K 0.32%
7,644
+139
72
$366K 0.31%
87,666
73
$362K 0.31%
650
+50
74
$359K 0.31%
3,543
75
$355K 0.3%
1,896
-1,000
1 2
3
4 5