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
$114M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$665K
2 +$466K
3 +$362K
4
ENB icon
Enbridge
ENB
+$278K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$261K

Top Sells

1 +$391K
2 +$342K
3 +$249K
4
CARR icon
Carrier Global
CARR
+$215K
5
COP icon
ConocoPhillips
COP
+$204K

Sector Composition

1 Technology 15.28%
2 Industrials 10.57%
3 Financials 7.56%
4 Communication Services 5.31%
5 Healthcare 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
0