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
$116M
AUM Growth
+$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$3.13M
3
+$2.82M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$2.58M
5
AAPL icon
Apple
AAPL
+$781K

Top Sells

1
+$14.7M
2
+$3.96M
3
+$2.03M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.88M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.02M

Sector Composition

1 Consumer Discretionary 8.87%
2 Technology 5.38%
3 Communication Services 3.52%
4 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$493K 0.42%
5,401
-97
27
$379K 0.33%
+8,970
28
$215K 0.19%
1,020
+20
29
$213K 0.18%
2,247
-35
30
– –
-526,388
31
– –
-20,471
32
– –
-26,213
1
2