SWMP

Signature Wealth Management Partners Portfolio holdings

AUM $191M
1-Year Est. Return 19.53%
This Quarter Est. Return
1 Year Est. Return
+19.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$7.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$3.57M
3
+$2.33M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$490K
5
NVDA icon
NVIDIA
NVDA
+$456K

Top Sells

1
+$528K
2
+$449K
3
+$256K
4
PYPL icon
PayPal
PYPL
+$255K
5
GEV icon
GE Vernova
GEV
+$212K

Sector Composition

1 Technology 14.55%
2 Industrials 7.67%
3 Financials 6.59%
4 Communication Services 4.9%
5 Consumer Discretionary 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$339K 0.22%
5,876
77
$336K 0.22%
+3,980
78
$323K 0.21%
+1,928
79
$305K 0.2%
4,168
80
$302K 0.2%
557
81
$300K 0.2%
2,910
82
$291K 0.19%
986
-244
83
$291K 0.19%
7,504
84
$287K 0.19%
4,020
85
$283K 0.19%
772
+1
86
$272K 0.18%
6,463
+280
87
$270K 0.18%
865
88
$269K 0.18%
7,100
89
$265K 0.17%
1,365
90
$251K 0.16%
936
-96
91
$246K 0.16%
1,308
+85
92
$246K 0.16%
1,442
93
$238K 0.16%
2,277
-699
94
$229K 0.15%
+4,578
95
$222K 0.15%
5,317
96
$219K 0.14%
3,450
97
$218K 0.14%
1,765
98
$217K 0.14%
3,060
-140
99
$205K 0.13%
3,740
100
$193K 0.13%
+10,200
1 2 3
4
5