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
$884M
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$8.42M
3
+$8.08M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$7.98M
5
BKAG icon
BNY Mellon Core Bond ETF
BKAG
+$7.07M

Top Sells

1
+$5.51M
2
+$3.05M
3
+$2.55M
4
AMT icon
American Tower
AMT
+$2.44M
5
AVGO icon
Broadcom
AVGO
+$2.38M

Sector Composition

1 Technology 6.69%
2 Consumer Discretionary 3.57%
3 Financials 3.19%
4 Healthcare 3.01%
5 Industrials 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$678K 0.08%
31,493
-1,953
227
$673K 0.08%
14,383
+6,112
228
$668K 0.08%
22,455
-765
229
$667K 0.08%
+36,069
230
$660K 0.07%
6,575
+112
231
$657K 0.07%
+27,610
232
$655K 0.07%
3,931
-25
233
$650K 0.07%
16,808
+4,191
234
$630K 0.07%
1,210
+187
235
$627K 0.07%
23,965
-35,131
236
$621K 0.07%
+23,975
237
$619K 0.07%
9,512
+24
238
$615K 0.07%
503
+50
239
$607K 0.07%
2,297
+192
240
$606K 0.07%
10,234
+39
241
$594K 0.07%
8,283
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242
$593K 0.07%
4,911
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243
$584K 0.07%
5,065
+1,924
244
$582K 0.07%
15,517
+10,215
245
$582K 0.07%
1,363
+9
246
$555K 0.06%
+2,282
247
$554K 0.06%
2,519
+132
248
$554K 0.06%
6,201
+199
249
$552K 0.06%
21,621
-174
250
$551K 0.06%
2,494
+627
8 9
10
11 12