SAW

Signal Advisors Wealth Portfolio holdings

AUM $1.46B
1-Year Est. Return 14.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
-$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.69M
3
+$9.33M
4
AMT icon
American Tower
AMT
+$8.74M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$6.69M

Top Sells

1
+$28.5M
2
+$25.4M
3
+$23.4M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$23.2M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$17.4M

Sector Composition

1 Technology 12.39%
2 Financials 4.84%
3 Consumer Discretionary 3.09%
4 Healthcare 2.81%
5 Industrials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$670K 0.06%
24,550
+1,279
227
$668K 0.06%
14,483
-1,414
228
$666K 0.06%
2,623
-3,416
229
$666K 0.06%
32,309
+3,080
230
$661K 0.06%
9,332
+2,180
231
$659K 0.06%
827
+282
232
$655K 0.06%
2,555
+198
233
$655K 0.06%
12,697
+2,073
234
$654K 0.06%
+9,026
235
$639K 0.06%
12,742
-286,547
236
$638K 0.06%
+9,444
237
$637K 0.06%
32,337
+5,642
238
$629K 0.06%
15,049
+9,781
239
$629K 0.06%
8,639
-20,384
240
$628K 0.06%
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241
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242
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10,353
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243
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9,479
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244
$615K 0.06%
2,368
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245
$612K 0.06%
+3,768
246
$606K 0.05%
5,969
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247
$604K 0.05%
7,685
-8,471
248
$588K 0.05%
3,792
+2,441
249
$586K 0.05%
11,988
+5,246
250
$578K 0.05%
5,609
+524
8 9
10
11 12