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
-$5.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$496K
2 +$441K
3 +$378K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$371K
5
OKE icon
Oneok
OKE
+$249K

Top Sells

1 +$426K
2 +$360K
3 +$318K
4
AMD icon
Advanced Micro Devices
AMD
+$256K
5
CVS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-6,300
102
-19,300
103
-5,784