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
$97.6M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$282K
2
+$213K
3
+$180K
4
GM icon
General Motors
GM
+$170K
5
AMZN icon
Amazon
AMZN
+$163K

Top Sells

1
+$430K
2
+$308K
3
+$308K
4
DOW icon
Dow Inc
DOW
+$305K
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$262K

Sector Composition

1 Technology 14.35%
2 Industrials 10.34%
3 Healthcare 9.94%
4 Communication Services 6.58%
5 Financials 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$561K 0.57%
6,216
-278
52
$558K 0.57%
14,911
-2,186
53
$554K 0.57%
5,868
+350
54
$489K 0.5%
900
55
$487K 0.5%
4,460
+160
56
$472K 0.48%
6,596
-750
57
$465K 0.48%
10,109
+1,057
58
$434K 0.44%
10,961
-85
59
$427K 0.44%
14,735
+1,725
60
$424K 0.43%
7,520
61
$414K 0.42%
4,400
62
$408K 0.42%
7,506
63
$401K 0.41%
6,300
64
$385K 0.39%
12,129
+5,350
65
$384K 0.39%
12,200
66
$378K 0.39%
1,728
+1
67
$372K 0.38%
1,546
+1
68
$372K 0.38%
7,783
+139
69
$352K 0.36%
4,690
-230
70
$345K 0.35%
5,877
71
$338K 0.35%
3,280
72
$319K 0.33%
3,443
-100
73
$316K 0.32%
8,284
74
$310K 0.32%
1,257
75
$309K 0.32%
650
1 2
3
4 5