SWMP

Signature Wealth Management Partners Portfolio holdings

AUM $191M
1-Year Est. Return 19.53%
This Quarter Est. Return
1 Year Est. Return
+19.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$7.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$3.57M
3
+$2.33M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$490K
5
NVDA icon
NVIDIA
NVDA
+$456K

Top Sells

1
+$528K
2
+$449K
3
+$256K
4
PYPL icon
PayPal
PYPL
+$255K
5
GEV icon
GE Vernova
GEV
+$212K

Sector Composition

1 Technology 14.55%
2 Industrials 7.67%
3 Financials 6.59%
4 Communication Services 4.9%
5 Consumer Discretionary 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$169K 0.11%
+11,172
102
$82K 0.05%
14,999
103
$33.4K 0.02%
16,300
+2,000
104
– –
-644
105
– –
-374
106
– –
-2,984
107
– –
-66,666
1 2 3 4
5