SAW

Signal Advisors Wealth Portfolio holdings

AUM $1.26B
1-Year Est. Return 14.54%
This Quarter Est. Return
1 Year Est. Return
+14.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$11.5M
3
+$10.5M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$9.19M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$7.3M

Top Sells

1
+$10.3M
2
+$9.75M
3
+$5.15M
4
DIVB icon
iShares Core Dividend ETF
DIVB
+$4.94M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.9M

Sector Composition

1 Technology 8.18%
2 Financials 3.65%
3 Consumer Discretionary 2.37%
4 Healthcare 2.04%
5 Industrials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$874K 0.07%
2,964
+828
227
$872K 0.07%
17,789
-331
228
$855K 0.07%
16,184
+3,307
229
$855K 0.07%
19,148
-48,630
230
$855K 0.07%
10,151
-3,829
231
$852K 0.07%
16,355
+9,010
232
$845K 0.07%
22,825
+15,936
233
$819K 0.06%
13,690
-4
234
$819K 0.06%
35,622
+1,327
235
$811K 0.06%
+37,016
236
$784K 0.06%
1,122
+407
237
$761K 0.06%
+21,391
238
$760K 0.06%
17,020
+1,021
239
$747K 0.06%
9,417
-414
240
$743K 0.06%
8,017
+1,553
241
$738K 0.06%
+15,983
242
$734K 0.06%
7,992
+4,113
243
$719K 0.06%
+26,247
244
$717K 0.06%
28,660
+7,441
245
$717K 0.06%
4,151
246
$699K 0.05%
9,040
-194
247
$691K 0.05%
+15,290
248
$681K 0.05%
15,897
-359
249
$676K 0.05%
+2,836
250
$671K 0.05%
+9,504
8 9
10
11 12