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Signify Wealth

Portfolio Manager
Signify Wealth
Performance
0% (N/A)
AUM (13F)
$88.60M
# of Holdings
26
Performance Rank
N/A
Allocation (Top 20)
N/A

Signify Wealth Holdings Map

Top 26 Signify Wealth Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IYW
ISHARES TR
9.79%54.4K$8.7M
+5.57%(+2.87K)
2023-Q4: 43.7K shares2024-Q1: 48.4K shares2024-Q2: 58.0K shares2024-Q3: 51.5K shares2024-Q4: 54.4K shares2024-12-31
VGSH
VANGUARD SCOTTSDALE FDS
8.68%132.3K$7.7M
+7.45%(+9.17K)
2023-Q4: 81.2K shares2024-Q1: 97.8K shares2024-Q2: 100.7K shares2024-Q3: 123.1K shares2024-Q4: 132.3K shares2024-12-31
SPY
SPDR S&P 500 ETF TR
7.7%11.6K$6.8M
+6.85%(+747)
2023-Q4: 8.9K shares2024-Q1: 9.9K shares2024-Q2: 9.8K shares2024-Q3: 10.9K shares2024-Q4: 11.6K shares2024-12-31
PWRD
TCW ETF TRUST
7.46%91.0K$6.6M
+5.62%(+4.85K)
2023-Q4: 72.3K shares2024-Q1: 80.6K shares2024-Q2: 77.7K shares2024-Q3: 86.2K shares2024-Q4: 91.0K shares2024-12-31
TSLA
TESLA INC
6.54%14.3K$5.8M
+1.52%(+215)
2023-Q4: 20.6K shares2024-Q1: 15.7K shares2024-Q2: 15.7K shares2024-Q3: 14.1K shares2024-Q4: 14.3K shares2024-12-31
AMZN
AMAZON COM INC
6.37%25.7K$5.6M
-0.29%(-75)
2023-Q4: 31.1K shares2024-Q1: 26.9K shares2024-Q2: 26.8K shares2024-Q3: 25.8K shares2024-Q4: 25.7K shares2024-12-31
AAPL
APPLE INC
5.61%19.8K$5.0M
-0.63%(-126)
2023-Q4: 24.8K shares2024-Q1: 23.2K shares2024-Q2: 23.3K shares2024-Q3: 20.0K shares2024-Q4: 19.8K shares2024-12-31
GOOGL
ALPHABET INC
5.21%24.4K$4.6M
-0.32%(-78)
2023-Q4: 31.7K shares2024-Q1: 27.3K shares2024-Q2: 26.0K shares2024-Q3: 24.5K shares2024-Q4: 24.4K shares2024-12-31
ABFL
TRIMTABS ETF TR
4.84%64.5K$4.3M
+5.49%(+3.36K)
2023-Q4: 46.1K shares2024-Q1: 52.4K shares2024-Q2: 53.1K shares2024-Q3: 61.2K shares2024-Q4: 64.5K shares2024-12-31
QUAL
ISHARES TR
4.8%23.9K$4.2M
+7.59%(+1.68K)
2023-Q4: 17.7K shares2024-Q1: 19.9K shares2024-Q2: 19.9K shares2024-Q3: 22.2K shares2024-Q4: 23.9K shares2024-12-31

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