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
$698M
AUM Growth
+$653M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$18.4M
3
+$15M
4
PSFF icon
Pacer Swan SOS Fund of Funds ETF
PSFF
+$15M
5
DIVB icon
iShares Core Dividend ETF
DIVB
+$14.9M

Top Sells

1
+$684K
2
+$503K
3
+$433K
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$352K
5
DUK icon
Duke Energy
DUK
+$276K

Sector Composition

1 Technology 7.29%
2 Consumer Discretionary 4.52%
3 Healthcare 3.93%
4 Industrials 3.54%
5 Financials 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$597K 0.09%
+7,616
227
$591K 0.08%
+4,471
228
$581K 0.08%
10,133
-8,774
229
$578K 0.08%
+15,186
230
$573K 0.08%
+1,354
231
$568K 0.08%
+1,150
232
$565K 0.08%
+3,466
233
$562K 0.08%
+6,002
234
$561K 0.08%
+16,961
235
$555K 0.08%
+2,105
236
$554K 0.08%
+7,374
237
$547K 0.08%
+11,086
238
$545K 0.08%
+1,691
239
$545K 0.08%
+10,809
240
$543K 0.08%
+10,195
241
$540K 0.08%
+6,460
242
$538K 0.08%
+921
243
$537K 0.08%
+18,478
244
$534K 0.08%
+5,146
245
$528K 0.08%
+2,387
246
$527K 0.08%
+6,870
247
$523K 0.07%
+4,311
248
$519K 0.07%
+1,004
249
$519K 0.07%
+1,849
250
$515K 0.07%
+1,966
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