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
$60.3M
AUM Growth
-$6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$961K
2
+$645K
3
+$564K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$520K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$447K

Top Sells

1
+$5.1M
2
+$915K
3
+$856K
4
AMZN icon
Amazon
AMZN
+$750K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$671K

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
– –
-3,534
27
– –
-9,798
28
– –
-3,675
29
– –
-2,176
30
– –
-13,705
31
– –
-7,473
32
– –
-2,018
33
– –
-8,048
34
– –
-3,932
35
– –
-25,477
36
– –
-51,538
1
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