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
101
$455K 0.03%
1,729
+26
102
$443K 0.03%
+6,457
103
$436K 0.03%
23,671
+8,465
104
$413K 0.03%
+5,898
105
$401K 0.03%
1,358
+178
106
$399K 0.03%
+4,850
107
$398K 0.03%
2,171
+493
108
$382K 0.03%
877
+31
109
$380K 0.03%
+3,876
110
$379K 0.03%
16,250
+7,425
111
$377K 0.03%
+8,538
112
$371K 0.03%
10,244
+35
113
$369K 0.03%
6,163
+1,655
114
$369K 0.03%
+16,173
115
$359K 0.03%
+6,504
116
$355K 0.03%
1,987
+234
117
$343K 0.02%
4,840
+940
118
$313K 0.02%
+8,013
119
$313K 0.02%
+3,616
120
$306K 0.02%
1,580
+278
121
$304K 0.02%
+1,339
122
$290K 0.02%
2,972
+185
123
$287K 0.02%
+1,142
124
$279K 0.02%
7,439
125
$276K 0.02%
8,101
+344
3 4
5
6 7