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
$104M
AUM Growth
+$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.09M
3
+$1.03M
4
NEE icon
NextEra Energy
NEE
+$1.01M
5
JPM icon
JPMorgan Chase
JPM
+$939K

Top Sells

1
+$7.86M
2
+$2.02M
3
+$978K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$563K
5
GLD icon
SPDR Gold Trust
GLD
+$491K

Sector Composition

1 Industrials 12.45%
2 Technology 11.43%
3 Healthcare 11.33%
4 Financials 6.28%
5 Communication Services 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$39K 0.04%
+10,000
102
$26K 0.02%
69
+2
103
$18K 0.02%
+10,500
104
– –
-3,302
105
– –
-142,400
106
– –
-14,844
1 2 3 4
5