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
$132M
AUM Growth
+$8.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$520K
3
+$449K
4
AAPL icon
Apple
AAPL
+$425K
5
NOW icon
ServiceNow
NOW
+$310K

Top Sells

1
+$263K
2
+$234K
3
+$217K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$208K
5
IYW icon
iShares US Technology ETF
IYW
+$157K

Sector Composition

1 Technology 15.52%
2 Industrials 8.54%
3 Financials 6.69%
4 Communication Services 5.6%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$323K 0.25%
25,739
+32
77
$306K 0.23%
4,020
78
$304K 0.23%
5,876
79
$301K 0.23%
4,168
80
$296K 0.23%
6,100
+1,500
81
$289K 0.22%
7,504
82
$280K 0.21%
2,910
83
$269K 0.2%
+1,047
84
$265K 0.2%
771
+3
85
$261K 0.2%
+288
86
$251K 0.19%
372
87
$249K 0.19%
1,765
88
$245K 0.19%
233
89
$244K 0.19%
+1,336
90
$241K 0.18%
1,422
91
$238K 0.18%
8,497
-9,400
92
$230K 0.18%
4,024
-273
93
$229K 0.17%
850
94
$221K 0.17%
+397
95
$220K 0.17%
865
96
$218K 0.17%
3,450
97
$203K 0.15%
1,000
98
$203K 0.15%
+3,200
99
$203K 0.15%
+1,162
100
$203K 0.15%
1,249
-100
1 2 3
4
5