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
$138M
AUM Growth
+$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$413K
3
+$409K
4
CRWD icon
CrowdStrike
CRWD
+$376K
5
NVDA icon
NVIDIA
NVDA
+$266K

Top Sells

1
+$703K
2
+$440K
3
+$355K
4
CVX icon
Chevron
CVX
+$312K
5
T icon
AT&T
T
+$260K

Sector Composition

1 Technology 16.14%
2 Industrials 8.57%
3 Financials 6.43%
4 Communication Services 5.26%
5 Healthcare 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$589K 0.43%
2,171
52
$579K 0.42%
6,300
53
$555K 0.4%
66,666
54
$533K 0.39%
861
55
$532K 0.39%
11,865
56
$521K 0.38%
2,761
+37
57
$520K 0.38%
3,530
-2,120
58
$495K 0.36%
7,520
59
$480K 0.35%
11,827
60
$472K 0.34%
2,939
61
$453K 0.33%
1,865
+21
62
$431K 0.31%
7,886
63
$430K 0.31%
2,831
+270
64
$430K 0.31%
2,029
-201
65
$394K 0.29%
1,805
66
$390K 0.28%
700
67
$373K 0.27%
4,960
68
$366K 0.26%
1,229
-298
69
$365K 0.26%
3,264
70
$364K 0.26%
411
+123
71
$358K 0.26%
22,278
+60
72
$356K 0.26%
5,876
73
$336K 0.24%
4,020
74
$333K 0.24%
567
-40
75
$312K 0.23%
771
1 2
3
4 5