SAW
Signal Advisors Wealth Portfolio holdings
AUM
$1.28B
This Quarter Return
+6.81%
1 Year Return
+14.3%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$698M
AUM Growth
+$698M
(+1,427%)
Cap. Flow
+$649M
Cap. Flow
% of AUM
92.93%
Top 10 Holdings %
Top 10 Hldgs %
21.42%
Holding
420
New
345
Increased
65
Reduced
2
Closed
4
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$19.6M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$18.4M |
| 3 |
Invesco NASDAQ 100 ETF
QQQM
|
$15M |
| 4 |
Pacer Swan SOS Fund of Funds ETF
PSFF
|
$15M |
| 5 |
iShares Core Dividend ETF
DIVB
|
$14.9M |
Top Sells
| 1 |
Waters Corp
WAT
|
$684K |
| 2 |
Kroger
KR
|
$503K |
| 3 |
Fidelity Total Bond ETF
FBND
|
$433K |
| 4 |
Invesco Total Return Bond ETF
GTO
|
$352K |
| 5 |
Duke Energy
DUK
|
$276K |
Sector Composition
| 1 | Technology | 7.29% |
| 2 | Consumer Discretionary | 4.52% |
| 3 | Healthcare | 3.93% |
| 4 | Industrials | 3.54% |
| 5 | Financials | 3.49% |
