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
$102M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$547K
3
+$388K
4
HD icon
Home Depot
HD
+$315K
5
OTIS icon
Otis Worldwide
OTIS
+$242K

Top Sells

1
+$472K
2
+$316K
3
+$228K
4
MDT icon
Medtronic
MDT
+$212K
5
WBD icon
Warner Bros
WBD
+$143K

Sector Composition

1 Industrials 12.57%
2 Technology 12.11%
3 Healthcare 9.18%
4 Financials 6.38%
5 Communication Services 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$531K 0.52%
2,479
+884
52
$530K 0.52%
4,304
-32
53
$486K 0.48%
10,744
+572
54
$484K 0.48%
14,735
+1,225
55
$477K 0.47%
1,549
+2
56
$462K 0.45%
9,919
+2,679
57
$444K 0.44%
7,200
58
$443K 0.44%
804
-100
59
$430K 0.42%
6,300
60
$423K 0.42%
7,520
61
$422K 0.42%
1,367
+40
62
$418K 0.41%
12,429
63
$403K 0.4%
1,175
+200
64
$400K 0.39%
3,903
-365
65
$377K 0.37%
9,263
+680
66
$371K 0.37%
4,180
-380
67
$354K 0.35%
7,053
+135
68
$352K 0.35%
3,235
69
$335K 0.33%
6,782
-87
70
$332K 0.33%
3,864
71
$331K 0.33%
1,257
72
$318K 0.31%
3,413
73
$315K 0.31%
+999
74
$315K 0.31%
4,080
-100
75
$302K 0.3%
5,876
1 2
3
4 5