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
1
$12.4M 8.95%
53,028
+154
2
$11.9M 8.63%
60,455
+2,095
3
$10.2M 7.37%
170,974
+6,866
4
$9.55M 6.91%
62,988
-414
5
$9.14M 6.62%
95,487
-1,092
6
$5.85M 4.23%
34,055
7
$5.18M 3.75%
101,853
+30,594
8
$4.09M 2.96%
9,495
+261
9
$4.05M 2.93%
7,057
+10
10
$4.04M 2.92%
21,665
-121
11
$2.69M 1.95%
12,770
-983
12
$2.42M 1.75%
4,233
-110
13
$1.97M 1.43%
10,267
14
$1.83M 1.33%
11,036
-131
15
$1.68M 1.22%
23,074
-2,360
16
$1.62M 1.17%
2,803
-23
17
$1.53M 1.1%
21,237
18
$1.47M 1.07%
12,128
+2,190
19
$1.41M 1.02%
3,061
-125
20
$1.31M 0.95%
10,821
-910
21
$1.31M 0.95%
14,897
-593
22
$1.25M 0.9%
56,794
-11,811
23
$1.18M 0.86%
2,838
-154
24
$1.17M 0.85%
8,022
-3,024
25
$1.17M 0.84%
9,284
-197
1
2 3 4 5