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
$90.8M
AUM Growth
-$6.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$736K
2
+$592K
3
+$366K
4
WPC icon
W.P. Carey
WPC
+$255K
5
BA icon
Boeing
BA
+$206K

Top Sells

1
+$561K
2
+$558K
3
+$422K
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$371K
5
ZM icon
Zoom
ZM
+$262K

Sector Composition

1 Technology 14.05%
2 Industrials 10.99%
3 Healthcare 9.21%
4 Communication Services 5.87%
5 Financials 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-5,100
102
– –
-2,025
103
– –
-4,625
104
– –
-14,911
105
– –
-8,495
106
– –
-6,216
107
– –
-3,162
108
– –
0
109
– –
-3,040
110
– –
-2,426
1 2 3 4
5