SWMP

Signature Wealth Management Partners Portfolio holdings

AUM $191M
1-Year Est. Return 19.53%
This Quarter Est. Return
1 Year Est. Return
+19.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$7.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$3.57M
3
+$2.33M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$490K
5
NVDA icon
NVIDIA
NVDA
+$456K

Top Sells

1
+$528K
2
+$449K
3
+$256K
4
PYPL icon
PayPal
PYPL
+$255K
5
GEV icon
GE Vernova
GEV
+$212K

Sector Composition

1 Technology 14.55%
2 Industrials 7.67%
3 Financials 6.59%
4 Communication Services 4.9%
5 Consumer Discretionary 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$591K 0.39%
3,530
52
$575K 0.38%
1,227
+7
53
$558K 0.37%
11,866
54
$541K 0.35%
2,010
-126
55
$539K 0.35%
2,692
-72
56
$525K 0.34%
6,300
57
$511K 0.33%
11,527
-300
58
$504K 0.33%
1,750
-115
59
$493K 0.32%
2,888
+57
60
$478K 0.31%
2,423
-634
61
$471K 0.31%
2,731
-208
62
$440K 0.29%
1,699
+1,183
63
$428K 0.28%
861
64
$425K 0.28%
10,780
65
$425K 0.28%
449
66
$425K 0.28%
22,847
+270
67
$419K 0.27%
16,529
+8,800
68
$418K 0.27%
1,883
-29
69
$416K 0.27%
5,710
+750
70
$413K 0.27%
700
71
$395K 0.26%
1,805
72
$363K 0.24%
1,584
-1,116
73
$356K 0.23%
3,440
+194
74
$352K 0.23%
917
+220
75
$347K 0.23%
372
1 2
3
4 5