SWMP
Signature Wealth Management Partners Portfolio holdings
AUM
$175M
This Quarter Return
+5.76%
1 Year Return
+16.39%
3 Year Return
+77.18%
5 Year Return
–
10 Year Return
–
AUM
$138M
AUM Growth
+$138M
(+5%)
Cap. Flow
-$335K
Cap. Flow
% of AUM
-0.24%
Top 10 Holdings %
Top 10 Hldgs %
55.28%
Holding
107
New
3
Increased
18
Reduced
37
Closed
3
Top Buys
| 1 |
Janus Henderson AAA CLO ETF
JAAA
|
$1.56M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$413K |
| 3 |
JPMorgan Equity Premium Income ETF
JEPI
|
$409K |
| 4 |
CrowdStrike
CRWD
|
$376K |
| 5 |
NVIDIA
NVDA
|
$266K |
Top Sells
| 1 |
Exxon Mobil
XOM
|
$703K |
| 2 |
iShares Biotechnology ETF
IBB
|
$440K |
| 3 |
Blackrock
BLK
|
$355K |
| 4 |
Chevron
CVX
|
$312K |
| 5 |
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% |
