SWMP

Signature Wealth Management Partners Portfolio holdings

AUM $202M
1-Year Est. Return 19.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
-$610K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$943K
2
+$607K
3
+$602K
4
AMZN icon
Amazon
AMZN
+$581K
5
C icon
Citigroup
C
+$559K

Top Sells

1
+$713K
2
+$567K
3
+$508K
4
ABBV icon
AbbVie
ABBV
+$477K
5
BIIB icon
Biogen
BIIB
+$338K

Sector Composition

1 Technology 14.97%
2 Industrials 10.74%
3 Healthcare 8.85%
4 Communication Services 6.23%
5 Financials 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$329K 0.28%
+12,200
77
$326K 0.28%
8,284
-139
78
$322K 0.27%
975
79
$311K 0.27%
1,257
-127
80
$308K 0.26%
2,341
81
$305K 0.26%
4,786
-625
82
$300K 0.26%
850
83
$297K 0.25%
+6,779
84
$293K 0.25%
5,877
85
$287K 0.24%
7,888
+13
86
$286K 0.24%
2,579
+619
87
$286K 0.24%
3,690
-349
88
$283K 0.24%
2,626
+25
89
$272K 0.23%
+2,321
90
$254K 0.22%
8,495
91
$253K 0.22%
9,260
-2,000
92
$249K 0.21%
22,270
+359
93
$245K 0.21%
4,115
94
$243K 0.21%
3,162
95
$241K 0.21%
1,934
96
$235K 0.2%
+3,254
97
$234K 0.2%
+4,267
98
$234K 0.2%
2,615
99
$232K 0.2%
645
100
$229K 0.2%
7,095
1 2 3
4
5