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
+$134K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$999K
2
+$673K
3
+$652K
4
DOW icon
Dow Inc
DOW
+$379K
5
PFE icon
Pfizer
PFE
+$289K

Top Sells

1
+$1.24M
2
+$1.09M
3
+$1.04M
4
XOM icon
Exxon Mobil
XOM
+$995K
5
NEE icon
NextEra Energy
NEE
+$990K

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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-9,304
104
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-14,351
105
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0
106
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107
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-3,442
108
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-7,934
109
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-1,516
110
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-16,445
111
– –
-1,779
112
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-12,840
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5