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
$97.6M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$282K
2
+$213K
3
+$180K
4
GM icon
General Motors
GM
+$170K
5
AMZN icon
Amazon
AMZN
+$163K

Top Sells

1
+$430K
2
+$308K
3
+$308K
4
DOW icon
Dow Inc
DOW
+$305K
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$262K

Sector Composition

1 Technology 14.35%
2 Industrials 10.34%
3 Healthcare 9.94%
4 Communication Services 6.58%
5 Financials 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$300K 0.31%
7,239
-2,250
77
$290K 0.3%
975
78
$283K 0.29%
1,037
+187
79
$279K 0.29%
87,666
80
$263K 0.27%
1,896
81
$262K 0.27%
2,426
+105
82
$260K 0.27%
7,917
+29
83
$259K 0.27%
3,690
84
$240K 0.25%
2,605
-21
85
$239K 0.24%
3,864
-251
86
$238K 0.24%
4,301
-133
87
$234K 0.24%
1,386
+420
88
$231K 0.24%
2,579
89
$225K 0.23%
11,010
+200
90
$223K 0.23%
3,162
91
$223K 0.23%
4,267
92
$219K 0.22%
5,100
93
$217K 0.22%
3,040
+26
94
$216K 0.22%
21,645
-625
95
$213K 0.22%
8,495
96
$209K 0.21%
4,625
97
$180K 0.18%
14,351
98
$180K 0.18%
+13,460
99
$138K 0.14%
14,098
+214
100
$135K 0.14%
1,934
1 2 3
4
5