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
$66.3M
AUM Growth
-$8.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.56M
3
+$2.56M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.49M
5
PWRD
TCW Transform Systems ETF
PWRD
+$1.45M

Top Sells

1
+$4.59M
2
+$4.25M
3
+$3.4M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.35M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.16M

Sector Composition

1 Consumer Discretionary 14.83%
2 Technology 10.5%
3 Communication Services 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$397K 0.6%
8,048
-14,108
27
$368K 0.56%
9,798
-28,024
28
$361K 0.54%
+2,018
29
$344K 0.52%
4,614
-17,040
30
$336K 0.51%
3,682
-16,551
31
$304K 0.46%
3,932
-9,983
32
$228K 0.34%
+644
33
$225K 0.34%
3,534
-5,363
34
$216K 0.33%
4,542
-6,808
35
– –
-11,434
36
– –
-22,164
37
– –
-23,425
38
– –
-43,130
39
– –
-93,734
40
– –
-9,901
41
– –
-3,817
42
– –
-13,141
43
– –
-3,208
44
– –
-9,403
1
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