SW

Signify Wealth Portfolio holdings

AUM $88.6M
1-Year Est. Return 32.1%
This Quarter Est. Return
1 Year Est. Return
+32.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88.6M
AUM Growth
+$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$534K
3
+$458K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$438K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$436K

Top Sells

1
+$3.22M
2
+$224K
3
+$204K
4
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$203K
5
NVDA icon
NVIDIA
NVDA
+$70.2K

Sector Composition

1 Consumer Discretionary 12.91%
2 Technology 9.05%
3 Communication Services 6.37%
4 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSV icon
26
Vanguard Short-Term Bond ETF
BSV
$39B
$207K 0.23%
2,678
-193
SJNK icon
27
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.91B
– –
-7,896
XLU icon
28
Utilities Select Sector SPDR Fund
XLU
$22.5B
– –
-39,853
HEI icon
29
HEICO Corp
HEI
$42.7B
– –
-781
MELI icon
30
Mercado Libre
MELI
$103B
– –
-109
RR icon
31
Richtech Robotics
RR
$874M
– –
-25,000
1
2