Signature Estate and Investment Advisors

Signature Estate and Investment Advisors as of March 31, 2013

Portfolio Holdings for Signature Estate and Investment Advisors

Signature Estate and Investment Advisors holds 52 positions in its portfolio as reported in the March 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
WisdomTree Emerging Markets Eq (DEM) 13.4 $18M 326k 55.06
PowerShares VRDO Tax Free Weekly Por ETF 8.7 $12M 464k 24.98
Vanguard REIT ETF (VNQ) 5.2 $7.0M 99k 70.53
Financial Select Sector SPDR (XLF) 5.1 $6.9M 377k 18.21
Energy Select Sector SPDR (XLE) 5.1 $6.8M 86k 79.31
Technology SPDR (XLK) 4.7 $6.3M 209k 30.27
Ipath Dow Jones-aig Commodity (DJP) 4.2 $5.7M 140k 40.62
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 3.4 $4.5M 43k 105.54
Marathon Petroleum Corp (MPC) 2.7 $3.7M 41k 89.60
Kayne Anderson MLP Investment (KYN) 2.6 $3.5M 102k 34.72
Jp Morgan Alerian Mlp Index (AMJ) 2.4 $3.2M 71k 45.48
iShares S&P 500 Growth Index (IVW) 2.4 $3.2M 39k 82.38
iShares S&P 500 Value Index (IVE) 2.4 $3.2M 43k 73.81
Claymore Exchange-traded Fd gugg crp bd 2017 2.2 $2.9M 128k 22.91
Ace Limited Cmn 2.1 $2.8M 32k 88.98
McKesson Corporation (MCK) 2.1 $2.8M 26k 107.96
PPG Industries (PPG) 2.1 $2.8M 21k 133.92
CVS Caremark Corporation (CVS) 2.1 $2.8M 50k 55.00
Pfizer (PFE) 2.0 $2.7M 95k 28.86
JPMorgan Chase & Co. (JPM) 2.0 $2.7M 56k 47.46
Qualcomm (QCOM) 2.0 $2.6M 39k 66.93
Ford Motor Company (F) 1.9 $2.5M 194k 13.15
EOG Resources (EOG) 1.8 $2.4M 19k 128.05
Vanguard Mid-Cap Value ETF (VOE) 1.8 $2.4M 36k 67.19
Vanguard FTSE All-World ex-US ETF (VEU) 1.8 $2.4M 51k 46.36
Vanguard Mid-Cap Growth ETF (VOT) 1.8 $2.4M 31k 77.02
Apple (AAPL) 1.7 $2.3M 5.2k 442.70
Caterpillar (CAT) 1.7 $2.3M 26k 86.97
WisdomTree DEFA (DWM) 1.6 $2.1M 43k 48.07
Rydex S&P 500 Pure Growth ETF 0.8 $998k 18k 55.52
SPDR Nuveen Barclays Capital Build Amer 0.6 $831k 14k 61.43
Vanguard Small-Cap Value ETF (VBR) 0.5 $730k 8.9k 82.11
SPDR S&P International Dividend (DWX) 0.5 $687k 14k 48.58
Vanguard Small-Cap Growth ETF (VBK) 0.5 $606k 6.1k 99.85
iShares Russell 1000 Growth Index (IWF) 0.4 $505k 7.1k 71.42
Pimco Etf Tr bld amer bd 0.4 $501k 9.1k 55.34
Vanguard Short-Term Bond ETF (BSV) 0.3 $443k 5.5k 81.06
Vanguard Mid-Cap ETF (VO) 0.3 $439k 4.7k 92.89
Hanmi Financial (HAFC) 0.3 $404k 25k 15.99
WisdomTree Dividend ex-Fin Fund (AIVL) 0.3 $384k 6.2k 61.96
BlackRock Enhanced Capital and Income (CII) 0.3 $356k 27k 13.02
Chevron Corporation (CVX) 0.2 $329k 2.8k 118.94
WisdomTree SmallCap Dividend Fund (DES) 0.2 $334k 5.8k 57.14
iShares S&P Cal AMTFr Mncpl Bnd (CMF) 0.2 $323k 2.8k 114.82
SPDR Nuveen Barclays Cap Clfrn Mncpl Bnd 0.2 $322k 13k 24.09
Invesco Van Kampen Cal Val Mun Inc Trust (VCV) 0.2 $327k 25k 13.23
iShares Russell 1000 Value Index (IWD) 0.2 $293k 3.6k 81.25
CenturyLink 0.2 $231k 6.6k 35.09
Exxon Mobil Corporation (XOM) 0.2 $212k 2.4k 90.21
Vanguard Dividend Appreciation ETF (VIG) 0.1 $207k 3.2k 65.57
Bbcn Ban 0.1 $134k 10k 13.04
IntriCon Corporation 0.0 $58k 13k 4.58