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
$132M
AUM Growth
+$8.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$520K
3
+$449K
4
AAPL icon
Apple
AAPL
+$425K
5
NOW icon
ServiceNow
NOW
+$310K

Top Sells

1
+$263K
2
+$234K
3
+$217K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$208K
5
IYW icon
iShares US Technology ETF
IYW
+$157K

Sector Composition

1 Technology 15.52%
2 Industrials 8.54%
3 Financials 6.69%
4 Communication Services 5.6%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$584K 0.44%
1,219
+104
52
$555K 0.42%
6,300
53
$551K 0.42%
11,865
-486
54
$503K 0.38%
2,171
55
$476K 0.36%
861
56
$466K 0.35%
2,561
-675
57
$457K 0.35%
2,230
58
$433K 0.33%
2,724
-528
59
$423K 0.32%
66,666
60
$421K 0.32%
11,827
+2,000
61
$418K 0.32%
7,886
62
$402K 0.31%
7,520
63
$402K 0.31%
2,939
64
$396K 0.3%
1,844
-90
65
$395K 0.3%
700
-211
66
$394K 0.3%
1,527
+1
67
$369K 0.28%
9,270
68
$366K 0.28%
1,805
-10
69
$364K 0.28%
3,411
+21
70
$360K 0.27%
4,960
-1,450
71
$360K 0.27%
22,218
+313
72
$355K 0.27%
451
+40
73
$350K 0.27%
607
+50
74
$341K 0.26%
3,264
75
$332K 0.25%
7,000
+650
1 2
3
4 5