SAW
Signal Advisors Wealth Portfolio holdings
AUM
$1.28B
This Quarter Return
+7.28%
1 Year Return
+14.3%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$403M
AUM Growth
+$403M
(+40%)
Cap. Flow
+$98M
Cap. Flow
% of AUM
24.32%
Top 10 Holdings %
Top 10 Hldgs %
24.59%
Holding
301
New
76
Increased
160
Reduced
53
Closed
8
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.64M |
| 2 |
US Treasury 5 Year Note ETF
UFIV
|
$3.89M |
| 3 |
Invesco QQQ Trust
QQQ
|
$3.61M |
| 4 |
US Treasury 10 Year Note ETF
UTEN
|
$3.24M |
| 5 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
$2.66M |
Top Sells
Sector Composition
| 1 | Technology | 6.07% |
| 2 | Consumer Discretionary | 3.94% |
| 3 | Financials | 2.9% |
| 4 | Healthcare | 2.35% |
| 5 | Communication Services | 2.26% |
