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
$110M
AUM Growth
+$175K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$295K
2
+$287K
3
+$278K
4
LUMN icon
Lumen
LUMN
+$252K
5
MRK icon
Merck
MRK
+$241K

Top Sells

1
+$374K
2
+$289K
3
+$272K
4
SPCE icon
Virgin Galactic
SPCE
+$237K
5
BTI icon
British American Tobacco
BTI
+$200K

Sector Composition

1 Technology 13.31%
2 Industrials 11.08%
3 Healthcare 10.48%
4 Financials 6.18%
5 Communication Services 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.41M 7.62%
83,045
+1,088
2
$8.2M 7.43%
57,930
+1,286
3
$6M 5.44%
41,242
+550
4
$4.98M 4.51%
40,124
5
$4.13M 3.74%
55,837
+77
6
$3.72M 3.37%
173,973
-4,846
7
$3.19M 2.89%
19,506
+203
8
$2.97M 2.7%
6,927
+131
9
$2.71M 2.45%
16,480
+840
10
$2.7M 2.44%
9,568
+500
11
$2.48M 2.24%
15,322
+199
12
$2.43M 2.2%
118,931
-14,152
13
$2.07M 1.87%
12,783
-305
14
$1.74M 1.58%
28,584
+321
15
$1.72M 1.56%
11,045
16
$1.68M 1.52%
7,006
+226
17
$1.67M 1.51%
12,802
18
$1.58M 1.43%
6,699
-544
19
$1.5M 1.36%
3,490
-353
20
$1.49M 1.35%
25,239
+200
21
$1.41M 1.28%
10,580
+800
22
$1.39M 1.26%
14,683
+39
23
$1.28M 1.16%
3,807
24
$1.25M 1.13%
6,960
25
$1.22M 1.11%
19,175
+736
1
2 3 4 5