SW
Signify Wealth Portfolio holdings
AUM
$88.6M
This Quarter Return
+13.29%
1 Year Return
+32.1%
3 Year Return
+36.71%
5 Year Return
–
10 Year Return
–
AUM
$126M
AUM Growth
–
Cap. Flow
+$126M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
97.53%
Holding
15
New
15
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 1.08% |
| 2 | Technology | 0.8% |
| 3 | Communication Services | 0.36% |
