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
$884M
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$8.42M
3
+$8.08M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$7.98M
5
BKAG icon
BNY Mellon Core Bond ETF
BKAG
+$7.07M

Top Sells

1
+$5.51M
2
+$3.05M
3
+$2.55M
4
AMT icon
American Tower
AMT
+$2.44M
5
AVGO icon
Broadcom
AVGO
+$2.38M

Sector Composition

1 Technology 6.69%
2 Consumer Discretionary 3.57%
3 Financials 3.19%
4 Healthcare 3.01%
5 Industrials 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$545K 0.06%
15,351
+165
252
$541K 0.06%
8,822
-1,166
253
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4,183
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255
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256
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2,201
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257
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258
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259
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260
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261
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262
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263
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264
$492K 0.06%
3,305
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265
$491K 0.06%
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266
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269
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13,249
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272
$464K 0.05%
4,051
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273
$456K 0.05%
1,577
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274
$455K 0.05%
16,697
275
$453K 0.05%
7,273
-5,532
9 10
11
12 13