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
$97.6M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$282K
2
+$213K
3
+$180K
4
GM icon
General Motors
GM
+$170K
5
AMZN icon
Amazon
AMZN
+$163K

Top Sells

1
+$430K
2
+$308K
3
+$308K
4
DOW icon
Dow Inc
DOW
+$305K
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$262K

Sector Composition

1 Technology 14.35%
2 Industrials 10.34%
3 Healthcare 9.94%
4 Communication Services 6.58%
5 Financials 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.45M 8.65%
61,778
+2,066
2
$6.57M 6.73%
82,125
-865
3
$5.7M 5.83%
41,428
+1,025
4
$4.41M 4.52%
40,124
5
$4.06M 4.16%
67,235
+3,526
6
$2.79M 2.85%
10,848
+115
7
$2.7M 2.76%
15,188
-113
8
$2.62M 2.69%
6,953
-48
9
$2.4M 2.46%
21,353
+707
10
$2.39M 2.45%
22,490
+1,530
11
$1.96M 2.01%
22,919
-1,320
12
$1.93M 1.97%
109,086
-9,293
13
$1.81M 1.85%
28,589
+1
14
$1.64M 1.68%
6,658
-330
15
$1.48M 1.52%
12,584
16
$1.36M 1.39%
22,402
+1,503
17
$1.31M 1.35%
14,413
-905
18
$1.31M 1.34%
3,449
+51
19
$1.3M 1.33%
10,723
20
$1.29M 1.32%
11,820
+20
21
$1.22M 1.25%
11,587
-450
22
$1.19M 1.22%
23,491
+116
23
$1.14M 1.17%
54,327
-20,486
24
$1.09M 1.11%
11,006
-2,250
25
$1.04M 1.06%
3,467
-115
1
2 3 4 5