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
$66.3M
AUM Growth
-$8.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.56M
3
+$2.56M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.49M
5
PWRD
TCW Transform Systems ETF
PWRD
+$1.45M

Top Sells

1
+$4.59M
2
+$4.25M
3
+$3.4M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.35M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.16M

Sector Composition

1 Consumer Discretionary 14.83%
2 Technology 10.5%
3 Communication Services 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.36M 8.08%
43,667
+29,016
2
$5.11M 7.7%
20,560
-657
3
$5.1M 7.69%
+51,538
4
$4.78M 7.2%
24,813
-1,311
5
$4.74M 7.15%
81,237
-26,085
6
$4.72M 7.12%
31,089
+775
7
$4.43M 6.68%
31,724
-62
8
$4.21M 6.36%
8,866
+3,131
9
$4.1M 6.19%
72,325
+25,498
10
$2.62M 3.95%
89,955
+30,956
11
$2.61M 3.94%
46,091
+15,647
12
$2.6M 3.93%
17,690
+6,041
13
$2.56M 3.86%
+40,833
14
$2.05M 3.09%
52,495
+17,829
15
$1.39M 2.1%
18,223
-28,281
16
$1.35M 2.04%
27,350
+18,090
17
$1.11M 1.68%
44,338
-135,379
18
$883K 1.33%
11,463
-19,480
19
$833K 1.26%
2,215
-52
20
$648K 0.98%
25,477
-167,057
21
$549K 0.83%
13,705
+6,132
22
$473K 0.71%
+7,473
23
$447K 0.67%
+1,884
24
$419K 0.63%
3,675
+1,409
25
$419K 0.63%
+2,176
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