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
$117M
AUM Growth
-$610K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$839K
2
+$613K
3
+$607K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$600K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$562K

Top Sells

1
+$713K
2
+$549K
3
+$532K
4
BSX icon
Boston Scientific
BSX
+$508K
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%
2,615
98
$234K 0.2%
+4,267
99
$232K 0.2%
645
100
$229K 0.2%
7,095
1 2 3
4
5