Signify Wealth - Portfolio overview

Signify Wealth has 26 reported holdings in this dataset, with the latest filing dated 2025-02-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Technology.

Largest reported holdings by portfolio allocation

1. IYW - ISHARES TR, 9.79%
2. VGSH - VANGUARD SCOTTSDALE FDS, 8.68%
3. SPY - SPDR S&P 500 ETF TR, 7.70%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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