Signature Estate and Investment Advisors

Signature Estate & Investment Advisors as of Dec. 31, 2013

Portfolio Holdings for Signature Estate & Investment Advisors

Signature Estate & Investment Advisors holds 54 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
WisdomTree Emerging Markets Eq (DEM) 10.6 $21M 418k 51.03
Claymore Exchange-traded Fd gugg crp bd 2016 7.2 $15M 658k 22.29
Industrial SPDR (XLI) 5.4 $11M 210k 52.26
Financial Select Sector SPDR (XLF) 5.4 $11M 496k 21.86
Energy Select Sector SPDR (XLE) 5.3 $11M 120k 88.51
PowerShares VRDO Tax Free Weekly Por ETF 4.5 $9.1M 364k 24.98
WisdomTree DEFA (DWM) 3.5 $7.0M 128k 54.46
iShares S&P 500 Growth Index (IVW) 2.8 $5.7M 58k 98.75
Kayne Anderson MLP Investment (KYN) 2.7 $5.5M 138k 39.85
iShares S&P 500 Value Index (IVE) 2.7 $5.4M 64k 85.46
Vanguard Mid-Cap Value ETF (VOE) 2.6 $5.3M 66k 79.79
Vanguard Mid-Cap Growth ETF (VOT) 2.6 $5.2M 58k 90.25
Claymore Exchange-traded Fd gugg crp bd 2017 2.5 $5.0M 222k 22.66
CVS Caremark Corporation (CVS) 2.5 $5.0M 70k 71.57
Apple (AAPL) 2.4 $4.8M 8.5k 560.99
Vanguard FTSE All-World ex-US ETF (VEU) 2.4 $4.8M 94k 50.73
Ace Limited Cmn 2.3 $4.6M 44k 103.53
PPG Industries (PPG) 2.2 $4.5M 24k 189.67
McKesson Corporation (MCK) 2.2 $4.5M 28k 161.40
Precision Castparts 2.2 $4.4M 16k 269.28
UnitedHealth (UNH) 2.1 $4.3M 57k 75.30
EOG Resources (EOG) 2.0 $4.1M 25k 167.85
Southwestern Energy Company (SWN) 2.0 $4.1M 103k 39.33
Discover Financial Services (DFS) 1.8 $3.6M 64k 55.95
Ubs Ag Jersey Brh Alerian Infrst 1.7 $3.5M 89k 39.42
Avago Technologies 1.7 $3.4M 64k 52.88
Fox News 1.5 $3.1M 90k 34.61
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 1.5 $3.1M 29k 105.47
Jp Morgan Alerian Mlp Index (AMJ) 1.3 $2.6M 57k 46.36
Vanguard REIT ETF (VNQ) 1.1 $2.2M 34k 64.56
Rydex S&P 500 Pure Growth ETF 0.8 $1.7M 25k 70.29
Market Vectors Inv Gr 0.8 $1.6M 65k 24.92
SPDR S&P International Dividend (DWX) 0.8 $1.6M 33k 47.44
WisdomTree Intl. SmallCap Div (DLS) 0.8 $1.5M 24k 63.00
Vanguard Small-Cap Value ETF (VBR) 0.7 $1.4M 15k 97.39
iShares 2016 S&P AMT-Free Mun Ser ETF 0.7 $1.4M 27k 53.60
Vanguard Small-Cap Growth ETF (VBK) 0.6 $1.3M 10k 122.28
Claymore Etf gug blt2016 hy 0.5 $923k 34k 27.01
Vanguard Mid-Cap ETF (VO) 0.4 $894k 8.1k 109.99
iShares S&P Global Infrastructure Index (IGF) 0.4 $853k 22k 38.96
WisdomTree SmallCap Dividend Fund (DES) 0.4 $752k 11k 67.80
Ishares Tr 2017 s^p amtfr 0.3 $685k 13k 54.97
Vanguard Dividend Appreciation ETF (VIG) 0.3 $619k 8.2k 75.19
WisdomTree Dividend ex-Fin Fund (AIVL) 0.3 $625k 9.1k 68.81
BlackRock Enhanced Capital and Income (CII) 0.3 $613k 45k 13.68
Schwab Strategic Tr us lrg cap etf (SCHX) 0.2 $369k 8.4k 44.13
Vanguard Small-Cap ETF (VB) 0.2 $353k 3.2k 110.04
Texas Instruments Incorporated (TXN) 0.2 $314k 7.1k 43.93
iShares Russell 3000 Index (IWV) 0.1 $274k 2.5k 110.71
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.1 $273k 7.2k 37.94
SPDR DJ Wilshire Small Cap Value (SLYV) 0.1 $258k 2.4k 106.61
iShares S&P Cal AMTFr Mncpl Bnd (CMF) 0.1 $232k 2.1k 108.72
Vanguard Long Term Corporate Bond ETF (VCLT) 0.1 $230k 2.8k 83.03
Ford Motor Company (F) 0.1 $166k 11k 15.45