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
$114M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$14.9M
3
+$2.6M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.58M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$2.58M

Top Sells

1
+$15.2M
2
+$10.4M
3
+$768K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$611K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$521K

Sector Composition

1 Consumer Discretionary 4.68%
2 Technology 2.58%
3 Communication Services 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$543K 0.48%
+22,164
27
$512K 0.45%
11,765
+2,337
28
$333K 0.29%
6,676
+1,980
29
$243K 0.21%
1,952
-4,184
30
$17.7K 0.02%
10,167
+119
31
– –
-9,400
32
– –
-286,194
33
– –
-5,141
34
– –
-5,390
35
– –
-471,811
1
2