SAW
Signal Advisors Wealth Portfolio holdings
AUM $1.02B
AUM
$1.02B
AUM Growth
+$139M (+16%)
Cap. Flow
+$169M
Cap. Flow % of AUM
16.57%
Top 10 Holdings %Top 10 Hldgs %
25.2%
Holding
470
New
46
Increased
209
Reduced
166
Closed
40
Top Buys
| 1 | $14.4M | |
| 2 | $9.76M | |
| 3 | $9.7M | |
| 4 | $9.13M | |
| 5 | $8.95M |
Top Sells
| 1 | $5.43M | |
| 2 | $3.78M | |
| 3 | $3.47M | |
| 4 | $3.34M | |
| 5 | $2.87M |
Sector Composition
| 1 | Technology | 5.94% |
| 2 | Financials | 3.29% |
| 3 | Consumer Discretionary | 2.97% |
| 4 | Healthcare | 2.91% |
| 5 | Industrials | 2.51% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $496K | 0.05% | 2,480 +1,048 | +73% | +$210K | |||
| $495K | 0.05% | 4,737 -328 | -6% | -$34.3K | |||
| $494K | 0.05% | 4,206 +294 | +8% | +$34.5K | |||
| $492K | 0.05% | 7,965 -2,269 | -22% | -$140K | |||
| $489K | 0.05% | 1,760 -71 | -4% | -$19.7K | |||
| $489K | 0.05% | 4,013 -1,362 | -25% | -$166K | |||
| $487K | 0.05% | 1,922 -279 | -13% | -$70.7K | |||
| $484K | 0.05% | 6,725 | New | +$484K | |||
| $484K | 0.05% | 19,329 +8,989 | +87% | +$225K | |||
| $473K | 0.05% | 5,046 -494 | -9% | -$46.3K | |||
| $472K | 0.05% | 1,903 -102 | -5% | -$25.3K | |||
| $470K | 0.05% | 3,402 -3 | -0.1% | -$415 | |||
| $470K | 0.05% | 1,920 +834 | +77% | +$204K | |||
| $464K | 0.05% | 7,934 +71 | +0.9% | +$4.15K | |||
| $463K | 0.05% | 20,813 +20 | +0.1% | +$445 | |||
| $461K | 0.05% | 11,979 -226 | -2% | -$8.7K | |||
| $454K | 0.04% | 16,697 | – | – | |||
| $449K | 0.04% | 1,961 -167 | -8% | -$38.2K | |||
| $446K | 0.04% | 727 +27 | +4% | +$16.6K | |||
| $444K | 0.04% | 12,083 -1,166 | -9% | -$42.8K | |||
| $444K | 0.04% | 20,092 +7,148 | +55% | +$158K | |||
| $443K | 0.04% | 2,620 -4 | -0.2% | -$677 | |||
| $441K | 0.04% | 1,707 -590 | -26% | -$153K | |||
| $441K | 0.04% | 3,777 +1,837 | +95% | +$214K | |||
| $435K | 0.04% | 715 +4 | +0.6% | +$2.43K |
