SWMP
Signature Wealth Management Partners Portfolio holdings
AUM
$175M
This Quarter Return
+9.68%
1 Year Return
+16.39%
3 Year Return
+77.18%
5 Year Return
–
10 Year Return
–
AUM
$118M
AUM Growth
+$118M
(+6.9%)
Cap. Flow
-$1.48M
Cap. Flow
% of AUM
-1.26%
Top 10 Holdings %
Top 10 Hldgs %
44.47%
Holding
119
New
8
Increased
30
Reduced
39
Closed
9
Top Buys
| 1 |
Verizon
VZ
|
$636K |
| 2 |
Lumen
LUMN
|
$374K |
| 3 |
Amplify Alternative Harvest ETF
MJ
|
$257K |
| 4 |
First Trust Nasdaq Transportation ETF
FTXR
|
$245K |
| 5 |
Cognizant
CTSH
|
$232K |
Top Sells
| 1 |
AT&T
T
|
$1.09M |
| 2 |
Columbia Diversified Fixed Income Allocation ETF
DIAL
|
$585K |
| 3 |
Transmedics
TMDX
|
$463K |
| 4 |
SPLK
Splunk Inc
SPLK
|
$282K |
| 5 |
ConocoPhillips
COP
|
$264K |
Sector Composition
| 1 | Technology | 14.17% |
| 2 | Industrials | 11.25% |
| 3 | Healthcare | 9.56% |
| 4 | Financials | 5.85% |
| 5 | Communication Services | 5.36% |
