Signature Wealth Management Group
RIA/Wealth
Signature Wealth Management Group is a RIA/Wealth based in Rochester, NY led by James Orren Sims, reporting $401.7M in AUM as of Q3 2025 with 33% ETF concentration.
Managing PartnerJames Orren Sims
- Portfolio Value
- $257.7M
- Positions
- 114
- Top Holding
- SO at 4.41%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Signature Wealth Management Group's portfolio (26.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Regulated Electric Utilities | $11.4M | 4.41% | -$93.5K Sold | 0.01% 120.0K shares | |
ETF ETF | $9.2M | 3.56% | -$8.7K Sold | — 364.5K shares | |
ETF ETF | $7.5M | 2.89% | +$3.1M Bought | — 149.1K shares | |
ETF ETF | $6.4M | 2.47% | +$4.2K Bought | — 261.1K shares | |
Software - Infrastructure Technology | $6.0M | 2.33% | -$46.6K Sold | 0.00% 11.6K shares | |
Drug Manufacturers - General Healthcare | $5.8M | 2.27% | +$54.4K Bought | 0.00% 25.2K shares | |
ETF ETF | $5.8M | 2.25% | +$5.7K Bought | — 246.9K shares | |
ETF ETF | $5.7M | 2.22% | +$2.6K Bought | — 235.3K shares | |
Home Improvement Consumer Cyclical | $5.7M | 2.20% | -$25.5K Sold | 0.00% 14.0K shares | |
ETF ETF | $5.6M | 2.18% | +$75.7K Bought | — 220.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Signature Wealth Management Group's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+71.51% | |
+40.3% | |
+30.25% | |
+18.65% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Signature Wealth Management Group
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