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
$403M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$3.89M
3
+$3.61M
4
UTEN icon
US Treasury 10 Year Note ETF
UTEN
+$3.24M
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$2.66M

Top Sells

1
+$1.04M
2
+$1.03M
3
+$869K
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$800K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$749K

Sector Composition

1 Technology 6.07%
2 Consumer Discretionary 3.94%
3 Financials 2.9%
4 Healthcare 2.35%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$218K 0.05%
1,231
-590
277
$214K 0.05%
+2,545
278
$214K 0.05%
+5,640
279
$211K 0.05%
+6,246
280
$211K 0.05%
+925
281
$206K 0.05%
+4,913
282
$206K 0.05%
+661
283
$206K 0.05%
5,735
-517
284
$205K 0.05%
+3,802
285
$205K 0.05%
+3,440
286
$205K 0.05%
+1,584
287
$203K 0.05%
+508
288
$201K 0.05%
+670
289
$167K 0.04%
17,150
-122
290
$60.3K 0.02%
2,395
-342
291
$54.4K 0.01%
1,402
+20
292
$2.2K ﹤0.01%
+15,100
293
$210 ﹤0.01%
+10,166
294
– –
-26,185
295
– –
-2,965
296
– –
-2,017
297
– –
-18,126
298
– –
-19,588
299
– –
-3,485
300
– –
-979
9 10 11
12
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