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
$698M
AUM Growth
+$653M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$18.4M
3
+$15M
4
PSFF icon
Pacer Swan SOS Fund of Funds ETF
PSFF
+$15M
5
DIVB icon
iShares Core Dividend ETF
DIVB
+$14.9M

Top Sells

1
+$684K
2
+$503K
3
+$433K
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$352K
5
DUK icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$513K 0.07%
+3,191
252
$510K 0.07%
+4,043
253
$504K 0.07%
+2,092
254
$494K 0.07%
+782
255
$493K 0.07%
+4,195
256
$491K 0.07%
+1,923
257
$485K 0.07%
+7,789
258
$481K 0.07%
+2,329
259
$477K 0.07%
+13,448
260
$476K 0.07%
+11,897
261
$474K 0.07%
+7,919
262
$472K 0.07%
+5,336
263
$469K 0.07%
+12,617
264
$457K 0.07%
+12,018
265
$455K 0.07%
+3,883
266
$453K 0.06%
+3,376
267
$449K 0.06%
+1,624
268
$449K 0.06%
+3,324
269
$449K 0.06%
+14,152
270
$445K 0.06%
+16,697
271
$444K 0.06%
12,086
+5,247
272
$441K 0.06%
+10,462
273
$441K 0.06%
+1,459
274
$424K 0.06%
+408
275
$422K 0.06%
+2,939
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