SWMP
Signature Wealth Management Partners Portfolio holdings
AUM
$175M
This Quarter Return
-0.74%
1 Year Return
+16.39%
3 Year Return
+77.18%
5 Year Return
–
10 Year Return
–
AUM
$110M
AUM Growth
+$110M
(+0.16%)
Cap. Flow
-$3.23M
Cap. Flow
% of AUM
-2.93%
Top 10 Holdings %
Top 10 Hldgs %
42.6%
Holding
114
New
6
Increased
45
Reduced
17
Closed
3
Top Buys
| 1 |
NVIDIA
NVDA
|
$295K |
| 2 |
Meta Platforms (Facebook)
META
|
$287K |
| 3 |
Simon Property Group
SPG
|
$278K |
| 4 |
Lumen
LUMN
|
$252K |
| 5 |
Merck
MRK
|
$241K |
Top Sells
| 1 |
GE Aerospace
GE
|
$4.7M |
| 2 |
Vertex Pharmaceuticals
VRTX
|
$374K |
| 3 |
AT&T
T
|
$289K |
| 4 |
Invesco Ultra Short Duration ETF
GSY
|
$272K |
| 5 |
Virgin Galactic
SPCE
|
$237K |
Sector Composition
| 1 | Technology | 13.31% |
| 2 | Industrials | 11.08% |
| 3 | Healthcare | 10.48% |
| 4 | Financials | 6.18% |
| 5 | Communication Services | 5.89% |
