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
$161M
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$12.7M
3
+$10M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$7.39M
5
IYG icon
iShares US Financial Services ETF
IYG
+$7.35M

Top Sells

1
+$12.8M
2
+$11.6M
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
+$3.07M

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