SW

Signify Wealth Portfolio holdings

AUM $88.6M
1-Year Est. Return 32.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$60.3M
AUM Growth
-$6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$962K
2
+$621K
3
+$506K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$495K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$425K

Top Sells

1
+$5.1M
2
+$952K
3
+$915K
4
AMZN icon
Amazon
AMZN
+$694K
5
THLV icon
THOR Low Volatility ETF
THLV
+$648K

Sector Composition

1 Consumer Discretionary 12.63%
2 Technology 11.96%
3 Communication Services 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-3,932
27
– –
-25,477
28
– –
-51,538
29
– –
-4,542
30
– –
-3,534
31
– –
-9,798
32
– –
-3,675
33
– –
-4,352
34
– –
-13,705
35
– –
-14,946
36
– –
-4,036
1
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