SAW
Signal Advisors Wealth Portfolio holdings
AUM $1.02B
AUM
$1.02B
AUM Growth
+$139M (+16%)
Cap. Flow
+$169M
Cap. Flow % of AUM
16.57%
Top 10 Holdings %Top 10 Hldgs %
25.2%
Holding
470
New
46
Increased
209
Reduced
166
Closed
40
Top Buys
| 1 | $14.4M | |
| 2 | $9.76M | |
| 3 | $9.7M | |
| 4 | $9.13M | |
| 5 | $8.95M |
Top Sells
| 1 | $5.43M | |
| 2 | $3.78M | |
| 3 | $3.47M | |
| 4 | $3.34M | |
| 5 | $2.87M |
Sector Composition
| 1 | Technology | 5.94% |
| 2 | Financials | 3.29% |
| 3 | Consumer Discretionary | 2.97% |
| 4 | Healthcare | 2.91% |
| 5 | Industrials | 2.51% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $596K | 0.06% | 8,413 +130 | +2% | +$9.22K | |||
| $591K | 0.06% | 11,769 | New | +$591K | |||
| $586K | 0.06% | 6,464 +263 | +4% | +$23.8K | |||
| $582K | 0.06% | 1,869 -12 | -0.6% | -$3.74K | |||
| $580K | 0.06% | 622 -169 | -21% | -$158K | |||
| $578K | 0.06% | 19,479 +6,565 | +51% | +$195K | |||
| $567K | 0.06% | 2,567 -1,439 | -36% | -$318K | |||
| $566K | 0.06% | 9,166 +344 | +4% | +$21.3K | |||
| $565K | 0.06% | 4,638 -273 | -6% | -$33.2K | |||
| $564K | 0.06% | 4,474 +291 | +7% | +$36.7K | |||
| $555K | 0.05% | 3,972 +41 | +1% | +$5.73K | |||
| $552K | 0.05% | 77,436 +3,278 | +4% | +$23.3K | |||
| $550K | 0.05% | 19,465 +963 | +5% | +$27.2K | |||
| $550K | 0.05% | 10,724 | New | +$550K | |||
| $541K | 0.05% | 3,506 +35 | +1% | +$5.4K | |||
| $533K | 0.05% | 19,552 +849 | +5% | +$23.1K | |||
| $531K | 0.05% | 2,136 -383 | -15% | -$95.2K | |||
| $528K | 0.05% | 17,038 +2,803 | +20% | +$86.9K | |||
| $528K | 0.05% | 3,060 -245 | -7% | -$42.3K | |||
| $521K | 0.05% | 21,219 | New | +$521K | |||
| $515K | 0.05% | 360 -89 | -20% | -$127K | |||
| $510K | 0.05% | 2,240 +153 | +7% | +$34.9K | |||
| $507K | 0.05% | 4,054 +3 | +0.1% | +$375 | |||
| $503K | 0.05% | 13,624 -1,893 | -12% | -$69.8K | |||
| $500K | 0.05% | 1,448 -16 | -1% | -$5.52K |
