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
$102M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$2.43M
2 +$547K
3 +$388K
4
HD icon
Home Depot
HD
+$315K
5
OTIS icon
Otis Worldwide
OTIS
+$242K

Top Sells

1 +$472K
2 +$316K
3 +$228K
4
MDT icon
Medtronic
MDT
+$212K
5
WBD icon
Warner Bros
WBD
+$143K

Sector Composition

1 Industrials 12.57%
2 Technology 12.11%
3 Healthcare 9.18%
4 Financials 6.38%
5 Communication Services 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$6.8K 0.01%
19,300
102
-1,386
103
-2,626
104
0
105
-12,408