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
51
$3.38M 0.24%
42,881
-1,225
52
$3.29M 0.23%
61,069
-9,750
53
$3.02M 0.21%
97,859
-44,263
54
$2.88M 0.2%
+24,915
55
$2.83M 0.2%
9,191
+4,072
56
$2.67M 0.19%
39,086
+5,755
57
$2.28M 0.16%
54,554
+403
58
$2.21M 0.16%
119,781
-24,150
59
$2.07M 0.15%
82,352
-2,715,654
60
$1.96M 0.14%
12,503
-1,662
61
$1.82M 0.13%
11,033
-3,208
62
$1.8M 0.13%
32,184
-4,672
63
$1.79M 0.13%
26,956
-3,716
64
$1.74M 0.12%
15,861
-2,594
65
$1.37M 0.1%
+7,967
66
$1.36M 0.1%
13,372
-23,736
67
$1.36M 0.1%
5,392
-1,356
68
$1.35M 0.1%
4,861
+410
69
$1.35M 0.1%
24,675
-2,389
70
$1.31M 0.09%
18,723
-467
71
$1.31M 0.09%
11,263
-303
72
$1.3M 0.09%
12,220
-2,130
73
$1.28M 0.09%
11,624
-2,010
74
$1.27M 0.09%
7,301
-810
75
$1.25M 0.09%
48,596
-2,994
1 2
3
4 5