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
$81.6M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$3.22M
3
+$1.32M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$629K
5
ABLG
Abacus FCF International Leaders ETF
ABLG
+$629K

Top Sells

1
+$1.22M
2
+$983K
3
+$779K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$426K
5
TSLA icon
Tesla
TSLA
+$402K

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
MELI icon
26
Mercado Libre
MELI
$103B
$224K 0.27%
+109
VB icon
27
Vanguard Small-Cap ETF
VB
$67B
$223K 0.27%
938
-147
HEI icon
28
HEICO Corp
HEI
$42.7B
$204K 0.25%
+781
SJNK icon
29
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.91B
$203K 0.25%
7,896
-10,581
RR icon
30
Richtech Robotics
RR
$874M
$21K 0.03%
+25,000
BIV icon
31
Vanguard Intermediate-Term Bond ETF
BIV
$25.3B
– –
-5,687
VWO icon
32
Vanguard FTSE Emerging Markets ETF
VWO
$102B
– –
-4,740
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