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
$132M
AUM Growth
+$8.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$520K
3
+$449K
4
AAPL icon
Apple
AAPL
+$425K
5
NOW icon
ServiceNow
NOW
+$310K

Top Sells

1
+$263K
2
+$234K
3
+$217K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$208K
5
IYW icon
iShares US Technology ETF
IYW
+$157K

Sector Composition

1 Technology 15.52%
2 Industrials 8.54%
3 Financials 6.69%
4 Communication Services 5.6%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$192K 0.15%
10,780
102
$150K 0.11%
14,999
103
$114K 0.09%
10,200
104
$8.11K 0.01%
423
105
– –
-2,122
106
– –
-1,701
107
– –
-2,863
1 2 3 4
5