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
1
$11.1M 8.47%
52,874
+2,016
2
$10.6M 8.07%
58,360
+2,855
3
$9.54M 7.25%
63,402
-1,044
4
$9.3M 7.07%
164,108
+7,916
5
$8.94M 6.79%
96,579
+1,207
6
$5.68M 4.32%
34,055
-153
7
$4.21M 3.2%
21,786
+9
8
$4.13M 3.14%
9,234
+239
9
$3.84M 2.92%
7,047
+67
10
$3.63M 2.76%
71,259
+37,287
11
$2.78M 2.11%
13,753
-61
12
$2.19M 1.66%
4,343
+103
13
$2.03M 1.55%
11,167
-60
14
$1.85M 1.41%
10,267
-294
15
$1.74M 1.33%
25,434
-875
16
$1.55M 1.18%
2,826
+85
17
$1.52M 1.15%
11,046
-732
18
$1.47M 1.11%
12,739
+5
19
$1.41M 1.07%
15,490
-202
20
$1.31M 1%
68,605
-567
21
$1.3M 0.99%
3,186
+102
22
$1.27M 0.97%
21,237
23
$1.23M 0.93%
9,938
+738
24
$1.18M 0.9%
11,731
+230
25
$1.13M 0.86%
9,481
+166
1
2 3 4 5