SEIA

Signature Estate & Investment Advisors Portfolio holdings

AUM $4.97B
1-Year Est. Return 22.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.42%
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
+$44.4M
2
+$43.2M
3
+$24.4M
4
DWM icon
WisdomTree International Equity Fund
DWM
+$4.28M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.07M

Top Sells

1
+$68.2M
2
+$42.6M
3
+$31.5M
4
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$9.07M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$5.52M

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
151
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152
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153
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154
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-3,062
155
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-20,557
156
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-8,631
157
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-56,685
158
– –
-21,274
159
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-57,126
3 4 5 6
7