SWMP
Signature Wealth Management Partners Portfolio holdings
AUM
$175M
This Quarter Return
-2.81%
1 Year Return
+16.39%
3 Year Return
+77.18%
5 Year Return
–
10 Year Return
–
AUM
$117M
AUM Growth
+$117M
(-0.52%)
Cap. Flow
+$3.71M
Cap. Flow
% of AUM
3.16%
Top 10 Holdings %
Top 10 Hldgs %
43.36%
Holding
122
New
12
Increased
38
Reduced
33
Closed
9
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$839K |
| 2 |
Amazon
AMZN
|
$613K |
| 3 |
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
|
$607K |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$600K |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$562K |
Top Sells
| 1 |
Coca-Cola
KO
|
$713K |
| 2 |
Columbia Diversified Fixed Income Allocation ETF
DIAL
|
$549K |
| 3 |
AbbVie
ABBV
|
$532K |
| 4 |
Boston Scientific
BSX
|
$508K |
| 5 |
Biogen
BIIB
|
$338K |
Sector Composition
| 1 | Technology | 14.97% |
| 2 | Industrials | 10.74% |
| 3 | Healthcare | 8.85% |
| 4 | Communication Services | 6.23% |
| 5 | Financials | 5.65% |
