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
+$134K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$999K
2
+$673K
3
+$652K
4
DOW icon
Dow Inc
DOW
+$379K
5
PFE icon
Pfizer
PFE
+$289K

Top Sells

1
+$1.24M
2
+$1.09M
3
+$1.04M
4
XOM icon
Exxon Mobil
XOM
+$995K
5
NEE icon
NextEra Energy
NEE
+$990K

Sector Composition

1 Technology 15.24%
2 Industrials 11.69%
3 Financials 7.25%
4 Communication Services 5.4%
5 Healthcare 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$509K 0.47%
3,806
-408
52
$473K 0.44%
6,300
53
$460K 0.43%
1,536
+1
54
$451K 0.42%
865
55
$447K 0.41%
13,253
-2,241
56
$427K 0.4%
2,395
-1,750
57
$424K 0.39%
28,051
+11,002
58
$413K 0.38%
8,796
-636
59
$389K 0.36%
3,436
-467
60
$385K 0.36%
8,910
-1,300
61
$379K 0.35%
+7,111
62
$378K 0.35%
2,171
+275
63
$366K 0.34%
7,520
64
$363K 0.34%
982
-156
65
$360K 0.33%
5,784
-1,404
66
$340K 0.32%
3,139
-96
67
$340K 0.32%
605
-45
68
$304K 0.28%
7,190
-710
69
$303K 0.28%
3,456
-6,659
70
$298K 0.28%
5,876
71
$295K 0.27%
988
-269
72
$293K 0.27%
4,020
73
$287K 0.27%
415
+61
74
$283K 0.26%
9,870
+2,718
75
$272K 0.25%
87,666
1 2
3
4 5