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
$104M
AUM Growth
+$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.09M
3
+$1.03M
4
NEE icon
NextEra Energy
NEE
+$1.01M
5
JPM icon
JPMorgan Chase
JPM
+$939K

Top Sells

1
+$7.86M
2
+$2.02M
3
+$978K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$563K
5
GLD icon
SPDR Gold Trust
GLD
+$491K

Sector Composition

1 Industrials 12.45%
2 Technology 11.43%
3 Healthcare 11.33%
4 Financials 6.28%
5 Communication Services 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$302K 0.29%
2,920
+240
77
$297K 0.28%
2,734
-787
78
$284K 0.27%
1,268
+257
79
$279K 0.27%
1,150
+100
80
$275K 0.26%
8,495
81
$270K 0.26%
841
82
$269K 0.26%
5,877
83
$260K 0.25%
6,772
+9
84
$255K 0.24%
3,393
85
$254K 0.24%
+14,351
86
$250K 0.24%
500
87
$243K 0.23%
2,061
88
$242K 0.23%
23,500
-1,030
89
$241K 0.23%
+1,129
90
$225K 0.22%
5,325
91
$221K 0.21%
+7,080
92
$218K 0.21%
+5,300
93
$216K 0.21%
3,162
94
$212K 0.2%
23,350
95
$209K 0.2%
+1,000
96
$209K 0.2%
+4,330
97
$207K 0.2%
2,654
98
$207K 0.2%
+3,902
99
$158K 0.15%
20,581
+15
100
$94K 0.09%
+2,750
1 2 3
4
5