SEIA

Signature Estate & Investment Advisors Portfolio holdings

AUM $4.69B
1-Year Est. Return 20.21%
This Quarter Est. Return
1 Year Est. Return
+20.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.41B
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$46.9M
2
+$45.2M
3
+$24.6M
4
DWM icon
WisdomTree International Equity Fund
DWM
+$4.48M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.25M

Top Sells

1
+$68.2M
2
+$44.1M
3
+$33.4M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$9.71M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$5.82M

Sector Composition

1 Technology 11.17%
2 Healthcare 5%
3 Consumer Discretionary 4.42%
4 Financials 4.33%
5 Industrials 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$24.4M 1.73%
168,563
+8,173
27
$24M 1.7%
269,039
-23,277
28
$23.8M 1.69%
418,980
+16,239
29
$21.4M 1.52%
214,841
+30,186
30
$19.3M 1.37%
95,713
-1,181
31
$13.9M 0.99%
554,705
+44,161
32
$13.9M 0.98%
357,976
-861,342
33
$9.69M 0.69%
309,455
+52,218
34
$8.47M 0.6%
41,647
-587
35
$6.65M 0.47%
198,728
-290,098
36
$6.1M 0.43%
123,157
+21,513
37
$5.92M 0.42%
149,372
+9,555
38
$5.91M 0.42%
208,488
-49,990
39
$5.17M 0.37%
54,944
+5,460
40
$5.02M 0.36%
83,648
+2,012
41
$4.97M 0.35%
84,489
+3,380
42
$4.92M 0.35%
55,271
+18,847
43
$4.86M 0.34%
25,910
+505
44
$4.84M 0.34%
93,384
-9,900
45
$4.53M 0.32%
162,441
-17,153
46
$3.74M 0.27%
68,056
-15,701
47
$3.73M 0.26%
75,987
+6,319
48
$3.63M 0.26%
171,449
-29
49
$3.56M 0.25%
83,540
-10,324
50
$3.52M 0.25%
130,316
-13,356
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