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
$403M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$3.89M
3
+$3.61M
4
UTEN icon
US Treasury 10 Year Note ETF
UTEN
+$3.24M
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$2.66M

Top Sells

1
+$1.04M
2
+$1.03M
3
+$869K
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$800K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$749K

Sector Composition

1 Technology 6.07%
2 Consumer Discretionary 3.94%
3 Financials 2.9%
4 Healthcare 2.35%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$257K 0.06%
3,555
-239
252
$255K 0.06%
+6,320
253
$255K 0.06%
+4,867
254
$254K 0.06%
+3,740
255
$250K 0.06%
+2,887
256
$250K 0.06%
6,909
+482
257
$250K 0.06%
749
258
$248K 0.06%
5,761
-2,135
259
$243K 0.06%
+2,789
260
$243K 0.06%
798
-47
261
$242K 0.06%
2,824
+255
262
$242K 0.06%
832
+7
263
$242K 0.06%
532
+44
264
$240K 0.06%
+13,635
265
$239K 0.06%
445
+12
266
$237K 0.06%
+3,195
267
$235K 0.06%
+6,547
268
$234K 0.06%
+1,041
269
$232K 0.06%
+4,057
270
$232K 0.06%
+8,359
271
$231K 0.06%
22,389
-2,553
272
$221K 0.06%
825
+17
273
$221K 0.05%
+1,879
274
$220K 0.05%
1,521
+25
275
$219K 0.05%
+5,028
9 10
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