SWMP

Signature Wealth Management Partners Portfolio holdings

AUM $199M
1-Year Est. Return 20.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$786K
2
+$580K
3
+$580K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$291K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$282K

Top Sells

1
+$524K
2
+$279K
3
+$216K
4
COST icon
Costco
COST
+$205K
5
PYPL icon
PayPal
PYPL
+$204K

Sector Composition

1 Technology 15.27%
2 Financials 6.99%
3 Industrials 6.81%
4 Communication Services 5.24%
5 Consumer Discretionary 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$392K 0.21%
966
+194
77
$386K 0.2%
1,805
78
$374K 0.2%
3,951
+500
79
$372K 0.2%
4,364
+1,849
80
$367K 0.19%
26,811
+13,891
81
$362K 0.19%
4,020
82
$357K 0.19%
+11,998
83
$349K 0.18%
700
84
$339K 0.18%
955
+15
85
$324K 0.17%
7,504
86
$323K 0.17%
2,942
-481
87
$310K 0.16%
6,877
+50
88
$301K 0.16%
+9,200
89
$298K 0.16%
4,168
90
$295K 0.15%
1,365
91
$281K 0.15%
5,876
92
$277K 0.14%
2,728
+30
93
$270K 0.14%
900
94
$269K 0.14%
1,319
+5
95
$267K 0.14%
15,557
+184
96
$266K 0.14%
2,910
97
$264K 0.14%
1,409
-175
98
$263K 0.14%
865
-5
99
$254K 0.13%
+2,428
100
$243K 0.13%
4,382
+1,382
1 2 3
4
5