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
+$175K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$295K
2
+$287K
3
+$278K
4
LUMN icon
Lumen
LUMN
+$252K
5
MRK icon
Merck
MRK
+$241K

Top Sells

1
+$374K
2
+$289K
3
+$272K
4
SPCE icon
Virgin Galactic
SPCE
+$237K
5
BTI icon
British American Tobacco
BTI
+$200K

Sector Composition

1 Technology 13.31%
2 Industrials 11.08%
3 Healthcare 10.48%
4 Financials 6.18%
5 Communication Services 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$313K 0.28%
3,693
+300
77
$312K 0.28%
4,239
+13
78
$311K 0.28%
5,411
79
$311K 0.28%
4,920
80
$310K 0.28%
8,423
81
$305K 0.28%
7,859
+1,074
82
$295K 0.27%
+14,260
83
$287K 0.26%
+847
84
$282K 0.26%
1,950
85
$278K 0.25%
+2,141
86
$276K 0.25%
8,495
87
$267K 0.24%
2,444
-37
88
$264K 0.24%
3,902
89
$260K 0.24%
3,162
90
$253K 0.23%
1,996
+642
91
$252K 0.23%
+20,304
92
$251K 0.23%
5,877
93
$246K 0.22%
1,960
94
$245K 0.22%
425
+25
95
$244K 0.22%
31,099
-5,200
96
$243K 0.22%
4,700
97
$240K 0.22%
731
+100
98
$226K 0.2%
14,351
99
$224K 0.2%
6,484
100
$222K 0.2%
4,960
+950
1 2 3
4
5