SAW

Signal Advisors Wealth Portfolio holdings

AUM $1.1B
1-Year Est. Return 13.1%
This Quarter Est. Return
1 Year Est. Return
+13.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$403M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$3.89M
3
+$3.61M
4
UTEN icon
US Treasury 10 Year Note ETF
UTEN
+$3.24M
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$2.66M

Top Sells

1
+$1.04M
2
+$1.03M
3
+$869K
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$800K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$749K

Sector Composition

1 Technology 6.07%
2 Consumer Discretionary 3.94%
3 Financials 2.9%
4 Healthcare 2.35%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$323K 0.08%
14,181
-3,509
227
$321K 0.08%
877
-70
228
$317K 0.08%
3,633
+911
229
$308K 0.08%
6,094
+187
230
$304K 0.08%
2,793
-969
231
$301K 0.07%
+5,898
232
$297K 0.07%
+1,319
233
$288K 0.07%
4,018
+714
234
$288K 0.07%
2,567
+377
235
$286K 0.07%
2,844
+204
236
$285K 0.07%
14,437
+1,218
237
$284K 0.07%
5,699
+3
238
$283K 0.07%
+4,327
239
$281K 0.07%
2,965
-263
240
$280K 0.07%
+7,349
241
$278K 0.07%
9,663
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242
$274K 0.07%
+5,409
243
$273K 0.07%
2,688
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244
$271K 0.07%
583
+90
245
$271K 0.07%
+5,547
246
$270K 0.07%
4,139
+54
247
$267K 0.07%
10,828
248
$264K 0.07%
+6,829
249
$262K 0.07%
+1,572
250
$258K 0.06%
+1,075
8 9
10
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