Signify Wealth
data from 31/12/2024
Capitalization
$ 88.597 M
8.55 %
Performance
$ 7.681 M
19.18 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2024/12/31 | IYW | ISHARES TR | 9.79% | 8.672 M $ | 54361 | 2023/09/30 | 406.778 K $ | 5.21 % |
| 2024/12/31 | VGSH | VANGUARD SCOTTSDALE FDS | 8.68% | 7.694 M $ | 132253 | 2023/09/30 | -103.389 K $ | -1.42 % |
| 2024/12/31 | SPY | SPDR S&P 500 ETF TR | 7.70% | 6.825 M $ | 11645 | 2023/09/30 | 134.263 K $ | 2.15 % |
| 2024/12/31 | NETZ | TCW ETF TRUST | 7.46% | 6.606 M $ | 91025 | 2023/09/30 | -117.202 K $ | -1.84 % |
| 2024/12/31 | TSLA | TESLA INC | 6.54% | 5.792 M $ | 14342 | 2020/12/31 | 2.009 M $ | 54.36 % |
| 2024/12/31 | AMZN | AMAZON COM INC | 6.37% | 5.648 M $ | 25744 | 2020/12/31 | 853.576 K $ | 17.74 % |
| 2024/12/31 | AAPL | APPLE INC | 5.61% | 4.971 M $ | 19849 | 2020/12/31 | 347.964 K $ | 7.48 % |
| 2024/12/31 | GOOGL | ALPHABET INC | 5.21% | 4.618 M $ | 24397 | 2020/12/31 | 573.938 K $ | 14.14 % |
| 2024/12/31 | TTAC | TRIMTABS ETF TR | 4.84% | 4.288 M $ | 64516 | 2023/09/30 | 78.895 K $ | 1.98 % |
| 2024/12/31 | QUAL | ISHARES TR | 4.80% | 4.249 M $ | 23859 | 2023/09/30 | -27.053 K $ | -0.68 % |
| 2024/12/31 | SPLV | INVESCO EXCH TRADED FD TR II | 4.77% | 4.227 M $ | 60383 | 2023/12/31 | -96.452 K $ | -2.41 % |
| 2024/12/31 | RSP | INVESCO EXCHANGE TRADED FD T | 4.66% | 4.124 M $ | 23537 | 2024/09/30 | -84.640 K $ | -2.19 % |
| 2024/12/31 | TRIMTABS ETF TR | 4.51% | 3.992 M $ | 139250 | 2023/09/30 | -326.229 K $ | -8.34 % | |
| 2024/12/31 | EFA | ISHARES TR | 4.49% | 3.979 M $ | 52621 | 2024/06/30 | -375.720 K $ | -9.59 % |
| 2024/12/31 | IAU | ISHARES GOLD TR | 3.87% | 3.425 M $ | 69176 | 2023/09/30 | -12.289 K $ | -0.38 % |
| 2024/12/31 | XLE | SELECT SECTOR SPDR TR | 3.47% | 3.072 M $ | 35868 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2024/12/31 | NVDA | NVIDIA CORPORATION | 2.02% | 1.792 M $ | 13341 | 2023/06/30 | 178.152 K $ | 10.58 % |
| 2024/12/31 | VTI | VANGUARD INDEX FDS | 1.53% | 1.359 M $ | 4690 | 2023/12/31 | 28.654 K $ | 2.35 % |
| 2024/12/31 | MSFT | MICROSOFT CORP | 1.05% | 932.044 K $ | 2211 | 2023/06/30 | -19.448 K $ | -2.05 % |
| 2024/12/31 | META | META PLATFORMS INC | 0.65% | 575.669 K $ | 983 | 2023/12/31 | 12.847 K $ | 2.28 % |
| 2024/12/31 | NFLX | NETFLIX INC | 0.51% | 451.008 K $ | 506 | 2024/03/31 | 92.117 K $ | 25.67 % |
| 2024/12/31 | CRWD | CROWDSTRIKE HLDGS INC | 0.37% | 325.052 K $ | 950 | 2024/09/30 | 58.605 K $ | 22.00 % |
| 2024/12/31 | BND | VANGUARD BD INDEX FDS | 0.32% | 287.784 K $ | 4002 | 2024/03/31 | -10.163 K $ | -4.26 % |
| 2024/12/31 | VB | VANGUARD INDEX FDS | 0.28% | 246.527 K $ | 1026 | 2024/06/30 | 2.879 K $ | 1.29 % |
| 2024/12/31 | VEA | VANGUARD TAX-MANAGED FDS | 0.27% | 239.291 K $ | 5004 | 2024/06/30 | -22.425 K $ | -9.45 % |
| 2024/12/31 | BSV | VANGUARD BD INDEX FDS | 0.23% | 206.929 K $ | 2678 | 2022/06/30 | -4.076 K $ | -1.80 % |
| 2024/12/31 | SJNK | SPDR SER TR | 0.00% | 0.000 $ | 0 | 2023/06/30 | 0.000 $ | 0.00 % |
| 2024/12/31 | HEI | HEICO CORP NEW | 0.00% | 0.000 $ | 0 | 2024/09/30 | 0.000 $ | 0.00 % |
| 2024/12/31 | RR | RICHTECH ROBOTICS INC | 0.00% | 0.000 $ | 0 | 2024/09/30 | 0.000 $ | 0.00 % |
| 2024/12/31 | MELI | MERCADOLIBRE INC | 0.00% | 0.000 $ | 0 | 2024/09/30 | 0.000 $ | 0.00 % |
| 2024/12/31 | XLU | SELECT SECTOR SPDR TR | 0.00% | 0.000 $ | 0 | 2024/09/30 | 0.000 $ | 0.00 % |