SW
Signify Wealth Portfolio holdings
AUM
$88.6M
1-Year Est. Return
32.1%
This Fund
S&P 500
1 Year Est. Return
+32.1%
AUM
$81.6M
AUM Growth
+$12.1M
(+17%)
Holding
32
Top Buys
| 1 | +$3.68M | |
| 2 | +$2.96M | |
| 3 | +$1.31M | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$607K |
| 5 |
ABLG
Abacus FCF International Leaders ETF
ABLG
|
+$603K |
Top Sells
| 1 | +$1.19M | |
| 2 | +$954K | |
| 3 | +$747K | |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$426K |
| 5 |
Tesla
TSLA
|
+$351K |
Sector Composition
| 1 | Consumer Discretionary | 10.7% |
| 2 | Technology | 9.26% |
| 3 | Communication Services | 6.1% |
| 4 | Industrials | 0.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Mercado Libre
MELI
$90.6B
| $224K | 0.27% |
+109
|
|
||
27
Vanguard Small-Cap ETF
VB
$70.7B
| $223K | 0.27% |
938
-147
|
|
||
28
HEICO Corp
HEI
$42.4B
| $204K | 0.25% |
+781
|
|
||
29
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$5.01B
| $203K | 0.25% |
7,896
-10,581
|
|
||
30
Richtech Robotics
RR
$528M
| $21K | 0.03% |
+25,000
|
|
||
|
31
Vanguard Intermediate-Term Bond ETF
BIV
$27.9B
| – | – |
-5,687
|
|
||
32
Vanguard FTSE Emerging Markets ETF
VWO
$109B
| – | – |
-4,740
|
|