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
$138M
AUM Growth
+$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$413K
3
+$409K
4
CRWD icon
CrowdStrike
CRWD
+$376K
5
NVDA icon
NVIDIA
NVDA
+$266K

Top Sells

1
+$703K
2
+$440K
3
+$355K
4
CVX icon
Chevron
CVX
+$312K
5
T icon
AT&T
T
+$260K

Sector Composition

1 Technology 16.14%
2 Industrials 8.57%
3 Financials 6.43%
4 Communication Services 5.26%
5 Healthcare 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$307K 0.22%
2,627
-784
77
$307K 0.22%
7,504
78
$305K 0.22%
6,100
79
$302K 0.22%
2,910
80
$287K 0.21%
1,047
81
$278K 0.2%
3,450
82
$275K 0.2%
4,168
83
$274K 0.2%
7,000
84
$265K 0.19%
1,336
85
$264K 0.19%
372
86
$263K 0.19%
865
87
$252K 0.18%
10,780
88
$245K 0.18%
233
89
$243K 0.18%
1,422
90
$233K 0.17%
+2,984
91
$232K 0.17%
1,765
92
$232K 0.17%
5,835
-3,435
93
$225K 0.16%
3,862
-162
94
$224K 0.16%
7,729
-768
95
$222K 0.16%
1,168
+6
96
$214K 0.16%
+9,266
97
$206K 0.15%
+2,282
98
$206K 0.15%
397
99
$205K 0.15%
1,249
100
$204K 0.15%
850
1 2 3
4
5