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
$94M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$12.6M
3
+$4.99M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$4.19M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.14M

Top Sells

1
+$16.3M
2
+$6.35M
3
+$407K
4
RSPM icon
Invesco S&P 500 Equal Weight Materials ETF
RSPM
+$373K
5
FXG icon
First Trust Consumer Staples AlphaDEX Fund
FXG
+$318K

Sector Composition

1 Consumer Discretionary 7.07%
2 Technology 3.43%
3 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-5,184
27
– –
-4,635
28
– –
-6,267
29
– –
-330,295
30
– –
-12,030
31
– –
-4,402
1
2