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
$108M
AUM Growth
+$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$365K
3
+$345K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$282K
5
AMD icon
Advanced Micro Devices
AMD
+$251K

Top Sells

1
+$802K
2
+$653K
3
+$444K
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$432K
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$394K

Sector Composition

1 Technology 14.05%
2 Industrials 12.46%
3 Healthcare 6.6%
4 Financials 6.55%
5 Communication Services 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$302K 0.28%
650
77
$295K 0.27%
3,974
+561
78
$270K 0.25%
21,671
-818
79
$267K 0.25%
7,504
80
$261K 0.24%
3,442
-282
81
$251K 0.23%
+2,563
82
$246K 0.23%
2,910
-177
83
$246K 0.23%
4,880
84
$246K 0.23%
4,267
85
$243K 0.23%
+1,769
86
$242K 0.22%
2,504
-89
87
$238K 0.22%
2,864
-1,000
88
$237K 0.22%
+354
89
$236K 0.22%
799
-200
90
$221K 0.2%
+2,689
91
$219K 0.2%
+7,900
92
$218K 0.2%
6,983
-1,031
93
$215K 0.2%
+4,700
94
$215K 0.2%
17,049
+3,002
95
$212K 0.2%
2,908
-325
96
$205K 0.19%
+7,152
97
$184K 0.17%
15,249
98
$152K 0.14%
14,351
99
$146K 0.14%
11,725
+231
100
$122K 0.11%
87,666
1 2 3
4
5