SWMP

Signature Wealth Management Partners Portfolio holdings

AUM $199M
1-Year Est. Return 20.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
+$134K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$986K
2
+$631K
3
+$622K
4
DOW icon
Dow Inc
DOW
+$378K
5
PFE icon
Pfizer
PFE
+$307K

Top Sells

1
+$1.24M
2
+$1.06M
3
+$1.01M
4
NEE icon
NextEra Energy
NEE
+$990K
5
AAPL icon
Apple
AAPL
+$935K

Sector Composition

1 Technology 15.24%
2 Industrials 11.69%
3 Financials 7.25%
4 Communication Services 5.4%
5 Healthcare 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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102
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103
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104
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-1,779
105
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-36,944
106
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-4,880
107
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-9,304
108
– –
-7,934
109
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-3,442
110
– –
-2,908
111
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0
112
– –
-14,351
1 2 3 4
5