SAW

Signal Advisors Wealth Portfolio holdings

AUM $1.46B
1-Year Est. Return 14.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
-$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.69M
3
+$9.33M
4
AMT icon
American Tower
AMT
+$8.74M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$6.69M

Top Sells

1
+$28.5M
2
+$25.4M
3
+$23.4M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$23.2M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$17.4M

Sector Composition

1 Technology 12.39%
2 Financials 4.84%
3 Consumer Discretionary 3.09%
4 Healthcare 2.81%
5 Industrials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$576K 0.05%
10,593
+82
252
$565K 0.05%
6,320
-66,444
253
$558K 0.05%
12,790
-173,926
254
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6,751
-2,289
255
$552K 0.05%
3,900
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256
$548K 0.05%
14,308
-8,517
257
$546K 0.05%
11,264
+2,811
258
$540K 0.05%
11,981
-17,177
259
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+2,649
260
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+3,851
261
$539K 0.05%
3,390
-320
262
$536K 0.05%
707
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263
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1,899
-1,065
264
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2,470
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265
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266
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267
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2,111
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10,531
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269
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11,764
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270
$502K 0.05%
3,450
-466
271
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-21
272
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5,699
-1,996
273
$494K 0.04%
6,728
+2,710
274
$489K 0.04%
17,313
-23,986
275
$487K 0.04%
9,599
+1,729
9 10
11
12 13