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
$100M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$7.44M
3
+$6.75M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.88M
5
AME icon
Ametek
AME
+$4.55M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.03%
2 Industrials 10.96%
3 Healthcare 7.1%
4 Communication Services 5.15%
5 Financials 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$269K 0.27%
+6,515
77
$260K 0.26%
+6,763
78
$260K 0.26%
+5,877
79
$257K 0.26%
+8,495
80
$246K 0.25%
+1,050
81
$241K 0.24%
+2,061
82
$237K 0.24%
+900
83
$235K 0.23%
+2,680
84
$232K 0.23%
+3,393
85
$228K 0.23%
+3,915
86
$217K 0.22%
+2,654
87
$217K 0.22%
+1,011
88
$214K 0.21%
+3,162
89
$201K 0.2%
+5,325
90
$192K 0.19%
+23,350
91
$168K 0.17%
+17,391
92
$127K 0.13%
+20,566
93
$12K 0.01%
+67
1 2 3
4