SWMP

Signature Wealth Management Partners Portfolio holdings

AUM $199M
1-Year Est. Return 20.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$786K
2
+$580K
3
+$580K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$291K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$282K

Top Sells

1
+$524K
2
+$279K
3
+$216K
4
COST icon
Costco
COST
+$205K
5
PYPL icon
PayPal
PYPL
+$204K

Sector Composition

1 Technology 15.27%
2 Financials 6.99%
3 Industrials 6.81%
4 Communication Services 5.24%
5 Consumer Discretionary 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$696K 0.36%
2,313
-23
52
$681K 0.36%
7,304
53
$678K 0.36%
15,431
+1,308
54
$674K 0.35%
10,795
55
$674K 0.35%
2,029
56
$612K 0.32%
4,359
-10
57
$604K 0.32%
6,300
58
$602K 0.32%
7,178
+221
59
$581K 0.3%
3,744
+109
60
$573K 0.3%
2,653
-35
61
$567K 0.3%
11,227
-300
62
$559K 0.29%
5,710
63
$538K 0.28%
2,641
+1,199
64
$533K 0.28%
4,446
65
$526K 0.28%
4,714
-2,125
66
$523K 0.27%
449
67
$522K 0.27%
1,867
68
$477K 0.25%
12,160
+5,060
69
$463K 0.24%
753
+109
70
$460K 0.24%
2,731
71
$446K 0.23%
3,720
72
$446K 0.23%
18,100
+4,000
73
$418K 0.22%
861
74
$416K 0.22%
4,456
75
$404K 0.21%
11,180
+400
1 2
3
4 5