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
$108M
AUM Growth
+$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$365K
3
+$345K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$282K
5
AMD icon
Advanced Micro Devices
AMD
+$251K

Top Sells

1
+$802K
2
+$653K
3
+$444K
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$432K
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$394K

Sector Composition

1 Technology 14.05%
2 Industrials 12.46%
3 Healthcare 6.6%
4 Financials 6.55%
5 Communication Services 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$518K 0.48%
3,461
-2,887
52
$515K 0.48%
14,735
53
$507K 0.47%
13,830
+1,401
54
$501K 0.47%
4,820
+640
55
$498K 0.46%
865
+61
56
$498K 0.46%
15,494
-3,694
57
$464K 0.43%
1,420
+245
58
$451K 0.42%
6,300
59
$441K 0.41%
1,535
-14
60
$425K 0.39%
9,432
-487
61
$407K 0.38%
3,903
62
$405K 0.38%
7,520
63
$390K 0.36%
7,188
+135
64
$385K 0.36%
9,429
-4,125
65
$370K 0.34%
2,322
-4,100
66
$365K 0.34%
+1,138
67
$360K 0.33%
9,304
+41
68
$351K 0.33%
1,257
69
$348K 0.32%
3,235
70
$345K 0.32%
+895
71
$335K 0.31%
5,876
72
$332K 0.31%
6,697
-85
73
$324K 0.3%
10,210
+1,000
74
$313K 0.29%
1,896
75
$304K 0.28%
4,020
-60
1 2
3
4 5