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
$138M
AUM Growth
+$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$413K
3
+$409K
4
CRWD icon
CrowdStrike
CRWD
+$376K
5
NVDA icon
NVIDIA
NVDA
+$266K

Top Sells

1
+$703K
2
+$440K
3
+$355K
4
CVX icon
Chevron
CVX
+$312K
5
T icon
AT&T
T
+$260K

Sector Composition

1 Technology 16.14%
2 Industrials 8.57%
3 Financials 6.43%
4 Communication Services 5.26%
5 Healthcare 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$202K 0.15%
10,116
-84
102
$200K 0.15%
3,200
103
$166K 0.12%
15,742
-9,997
104
$141K 0.1%
14,999
105
– –
-451
106
– –
-423
107
– –
-1,000
1 2 3 4
5