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

Top Buys

1 +$3.09M
2 +$1.44M
3 +$357K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$264K
5
VB icon
Vanguard Small-Cap ETF
VB
+$237K

Top Sells

1 +$247K
2 +$240K
3 +$194K
4
META icon
Meta Platforms (Facebook)
META
+$126K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$118K

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
-406