SW

Signify Wealth Portfolio holdings

AUM $88.6M
1-Year Est. Return 32.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$12.7M
3
+$9.97M
4
IYG icon
iShares US Financial Services ETF
IYG
+$7.44M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$7.42M

Top Sells

1
+$12.5M
2
+$12.1M
3
+$7.07M
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$7.05M
5
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$3.08M

Sector Composition

1 Consumer Discretionary 1.17%
2 Technology 0.82%
3 Communication Services 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-22,818
27
– –
-63,429
28
– –
-382,136
1
2