SW
Signify Wealth Portfolio holdings
AUM
$88.6M
This Quarter Return
+7.32%
1 Year Return
+32.1%
3 Year Return
+36.71%
5 Year Return
–
10 Year Return
–
AUM
$113M
AUM Growth
+$113M
(-0.88%)
Cap. Flow
-$5.85M
Cap. Flow
% of AUM
-5.17%
Top 10 Holdings %
Top 10 Hldgs %
72.39%
Holding
33
New
3
Increased
13
Reduced
10
Closed
7
Top Buys
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 6.94% |
| 2 | Technology | 3.27% |
| 3 | Communication Services | 2.99% |
| 4 | Industrials | 0.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Boeing
BA
$179B
| $212K | 0.19% |
+1,000
| New | +$212K |
|
27
fuboTV
FUBO
$1.29B
| – | – |
-10,167
| Closed | -$17.7K |
|
28
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.38B
| – | – |
-505,474
| Closed | -$14.9M |
|
29
Materials Select Sector SPDR Fund
XLB
$5.49B
| – | – |
-32,713
| Closed | -$2.54M |
|
30
Financial Select Sector SPDR Fund
XLF
$53.7B
| – | – |
-76,059
| Closed | -$2.6M |
|
31
Real Estate Select Sector SPDR Fund
XLRE
$7.55B
| – | – |
-69,889
| Closed | -$2.58M |
|
32
Utilities Select Sector SPDR Fund
XLU
$20.9B
| – | – |
-36,651
| Closed | -$2.58M |
|
33
Health Care Select Sector SPDR Fund
XLV
$33.9B
| – | – |
-18,897
| Closed | -$2.57M |
|