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
$110M
AUM Growth
+$5.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$386K
2
+$355K
3
+$282K
4
SPCE icon
Virgin Galactic
SPCE
+$237K
5
ADBE icon
Adobe
ADBE
+$234K

Top Sells

1
+$465K
2
+$421K
3
+$382K
4
GE icon
GE Aerospace
GE
+$323K
5
DIAL icon
Columbia Diversified Fixed Income Allocation ETF
DIAL
+$275K

Sector Composition

1 Technology 12.5%
2 Industrials 11.77%
3 Healthcare 10.49%
4 Financials 6.12%
5 Communication Services 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$205K 0.19%
6,484
-596
102
$204K 0.19%
23,500
103
$201K 0.18%
+631
104
$201K 0.18%
+4,010
105
$200K 0.18%
+5,100
106
$152K 0.14%
13,350
-10,000
107
$39K 0.04%
10,000
108
$17K 0.02%
10,500
109
– –
-5,300
110
– –
-2,654
111
– –
-4,330
112
– –
-2,750
113
– –
-69
1 2 3 4
5