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
$123M
AUM Growth
+$8.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$722K
3
+$598K
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$371K
5
DVN icon
Devon Energy
DVN
+$319K

Top Sells

1
+$1.29M
2
+$522K
3
+$520K
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$476K
5
JMUB icon
JPMorgan Municipal ETF
JMUB
+$474K

Sector Composition

1 Technology 13.52%
2 Industrials 9.82%
3 Financials 6.95%
4 Communication Services 5.41%
5 Consumer Discretionary 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$15.1K 0.01%
423
102
– –
-12,975
103
– –
-4,868
104
– –
-4,799
105
– –
-9,305
1 2 3 4
5