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
+$175K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$295K
2
+$287K
3
+$278K
4
LUMN icon
Lumen
LUMN
+$252K
5
MRK icon
Merck
MRK
+$241K

Top Sells

1
+$374K
2
+$289K
3
+$272K
4
SPCE icon
Virgin Galactic
SPCE
+$237K
5
BTI icon
British American Tobacco
BTI
+$200K

Sector Composition

1 Technology 13.31%
2 Industrials 11.08%
3 Healthcare 10.48%
4 Financials 6.18%
5 Communication Services 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$220K 0.2%
841
102
$215K 0.19%
4,727
+75
103
$207K 0.19%
1,000
104
$205K 0.19%
750
105
$152K 0.14%
15,556
-12,155
106
$138K 0.13%
13,534
+184
107
$109K 0.1%
20,500
-3,000
108
$87K 0.08%
10,000
109
$77K 0.07%
+383
110
$35K 0.03%
+2,000
111
$12K 0.01%
10,500
112
– –
-5,100
113
– –
-258
114
– –
-1,855
1 2 3 4
5