SWMP
Signature Wealth Management Partners Portfolio holdings
AUM
$175M
This Quarter Return
-13.89%
1 Year Return
+16.39%
3 Year Return
+77.18%
5 Year Return
–
10 Year Return
–
AUM
$97.6M
AUM Growth
+$97.6M
(-17%)
Cap. Flow
-$81.2K
Cap. Flow
% of AUM
-0.08%
Top 10 Holdings %
Top 10 Hldgs %
43.09%
Holding
116
New
2
Increased
35
Reduced
31
Closed
9
Top Buys
| 1 |
Amazon
AMZN
|
$2.28M |
| 2 |
Apple
AAPL
|
$282K |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$213K |
| 4 |
Warner Bros
WBD
|
$180K |
| 5 |
General Motors
GM
|
$170K |
Top Sells
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$308K |
| 2 |
Simon Property Group
SPG
|
$308K |
| 3 |
Dow Inc
DOW
|
$305K |
| 4 |
Invesco Ultra Short Duration ETF
GSY
|
$262K |
| 5 |
NVIDIA
NVDA
|
$253K |
Sector Composition
| 1 | Technology | 14.35% |
| 2 | Industrials | 10.34% |
| 3 | Healthcare | 9.94% |
| 4 | Communication Services | 6.58% |
| 5 | Financials | 5.8% |
