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
76
$1.23M 0.09%
13,165
-2,326
77
$1.22M 0.09%
62,062
-2,522
78
$1.22M 0.09%
12,778
-1,987
79
$1.22M 0.09%
6,331
+585
80
$1.2M 0.08%
77,834
-16,798
81
$1.18M 0.08%
13,898
-994
82
$1.14M 0.08%
54,092
-1,131
83
$1.14M 0.08%
4,590
+77
84
$1.12M 0.08%
10,106
-1,956
85
$1.08M 0.08%
30,683
-9,262
86
$1.05M 0.07%
4,463
+28
87
$1.04M 0.07%
+2,072
88
$1.04M 0.07%
17,216
+558
89
$1.01M 0.07%
5,046
-649
90
$848K 0.06%
25,365
-3,516
91
$783K 0.06%
5,373
+447
92
$763K 0.05%
14,936
-113,997
93
$686K 0.05%
6,564
+13
94
$660K 0.05%
52,705
95
$567K 0.04%
15,080
-1,171,687
96
$557K 0.04%
12,466
+5,027
97
$507K 0.04%
+3,100
98
$506K 0.04%
+4,112
99
$477K 0.03%
3,392
+835
100
$456K 0.03%
+35,365
2 3
4
5 6