SWMP
Signature Wealth Management Partners Portfolio holdings
AUM
$175M
This Quarter Return
-4.12%
1 Year Return
+16.39%
3 Year Return
+77.18%
5 Year Return
–
10 Year Return
–
AUM
$102M
AUM Growth
+$102M
(-5.2%)
Cap. Flow
-$601K
Cap. Flow
% of AUM
-0.59%
Top 10 Holdings %
Top 10 Hldgs %
53.3%
Holding
103
New
4
Increased
27
Reduced
31
Closed
10
Top Buys
| 1 |
JPMorgan Municipal ETF
JMUB
|
$496K |
| 2 |
JPMorgan Equity Premium Income ETF
JEPI
|
$441K |
| 3 |
Microsoft
MSFT
|
$378K |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$371K |
| 5 |
Oneok
OKE
|
$249K |
Top Sells
| 1 |
iShares US Technology ETF
IYW
|
$426K |
| 2 |
MMP
Magellan Midstream Partners, L.P.
MMP
|
$360K |
| 3 |
Ametek
AME
|
$318K |
| 4 |
Advanced Micro Devices
AMD
|
$256K |
| 5 |
CVS Health
CVS
|
$239K |
Sector Composition
| 1 | Technology | 14.58% |
| 2 | Industrials | 10.88% |
| 3 | Financials | 7.63% |
| 4 | Communication Services | 5.45% |
| 5 | Healthcare | 4.6% |