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
$69.5M
AUM Growth
+$9.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$1.32M
3
+$346K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$265K
5
VB icon
Vanguard Small-Cap ETF
VB
+$238K

Top Sells

1
+$247K
2
+$222K
3
+$196K
4
META icon
Meta Platforms (Facebook)
META
+$122K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$117K

Sector Composition

1 Technology 12.8%
2 Consumer Discretionary 11.93%
3 Communication Services 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-4,060
1
2