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
$108M
AUM Growth
+$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$365K
3
+$345K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$282K
5
AMD icon
Advanced Micro Devices
AMD
+$251K

Top Sells

1
+$802K
2
+$653K
3
+$444K
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$432K
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$394K

Sector Composition

1 Technology 14.05%
2 Industrials 12.46%
3 Healthcare 6.6%
4 Financials 6.55%
5 Communication Services 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$75.1K 0.07%
1,779
102
$45.5K 0.04%
7,934
+50
103
$43.6K 0.04%
16,445
-40,891
104
$36.2K 0.03%
423
105
$33.8K 0.03%
10,200
106
$17.6K 0.02%
6,300
+604
107
$8.3K 0.01%
19,300
108
– –
-5,100
109
– –
-1,701
110
– –
0
111
– –
-7,200
1 2 3 4
5