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
$110M
AUM Growth
+$5.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$386K
2
+$355K
3
+$282K
4
SPCE icon
Virgin Galactic
SPCE
+$237K
5
ADBE icon
Adobe
ADBE
+$234K

Top Sells

1
+$465K
2
+$421K
3
+$382K
4
GE icon
GE Aerospace
GE
+$323K
5
DIAL icon
Columbia Diversified Fixed Income Allocation ETF
DIAL
+$275K

Sector Composition

1 Technology 12.5%
2 Industrials 11.77%
3 Healthcare 10.49%
4 Financials 6.12%
5 Communication Services 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$339K 0.31%
36,299
-11,031
77
$326K 0.3%
4,920
78
$325K 0.3%
4,715
-200
79
$325K 0.3%
841
80
$311K 0.28%
4,226
-832
81
$311K 0.28%
5,877
82
$293K 0.27%
1,268
83
$283K 0.26%
3,393
84
$282K 0.26%
8,495
85
$282K 0.26%
+1,950
86
$280K 0.25%
2,481
-253
87
$275K 0.25%
500
88
$274K 0.25%
27,711
-12,491
89
$267K 0.24%
6,785
+13
90
$259K 0.24%
3,162
91
$243K 0.22%
1,960
-101
92
$240K 0.22%
14,351
93
$238K 0.22%
3,902
94
$237K 0.22%
+258
95
$234K 0.21%
+400
96
$228K 0.21%
4,700
-625
97
$228K 0.21%
+4,652
98
$225K 0.2%
+1,354
99
$220K 0.2%
1,000
100
$208K 0.19%
+750
1 2 3
4
5