SEIA

Signature Estate & Investment Advisors Portfolio holdings

AUM $4.34B
1-Year Est. Return 17.04%
This Quarter Est. Return
1 Year Est. Return
+17.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$3.59M
3
+$3.41M
4
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
+$3.1M
5
DWM icon
WisdomTree International Equity Fund
DWM
+$1.91M

Top Sells

1
+$7.04M
2
+$3.77M
3
+$3.73M
4
CSCO icon
Cisco
CSCO
+$3.19M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$2.5M

Sector Composition

1 Healthcare 6.82%
2 Technology 4.2%
3 Financials 4.05%
4 Energy 4.05%
5 Materials 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.41M 1.69%
+644,230
27
$3.1M 1.53%
+89,495
28
$3.06M 1.52%
58,104
-4,526
29
$2.63M 1.3%
56,798
-2,013
30
$2.21M 1.1%
34,309
-109,068
31
$1.73M 0.85%
122,785
+3,685
32
$1.63M 0.8%
65,198
+26,094
33
$1.55M 0.77%
32,780
+1,532
34
$1.53M 0.76%
+24,238
35
$1.44M 0.71%
53,652
+31,988
36
$1.43M 0.71%
14,663
+2,263
37
$1.28M 0.63%
10,443
+1,643
38
$923K 0.46%
34,178
+21,403
39
$894K 0.44%
8,128
+517
40
$853K 0.42%
+21,894
41
$752K 0.37%
33,273
+5,976
42
$685K 0.34%
24,924
+9,782
43
$625K 0.31%
9,083
+448
44
$619K 0.31%
8,233
+3,023
45
$613K 0.3%
44,815
+4,309
46
$369K 0.18%
+50,172
47
$353K 0.17%
3,208
+364
48
$314K 0.16%
7,147
+282
49
$274K 0.14%
+2,475
50
$273K 0.14%
+7,196
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