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
276
$421K 0.06%
+8,968
277
$421K 0.06%
+1,495
278
$421K 0.06%
+19,116
279
$412K 0.06%
+1,867
280
$411K 0.06%
+7,887
281
$411K 0.06%
+13,091
282
$407K 0.06%
+8,271
283
$404K 0.06%
+13,529
284
$400K 0.06%
+644
285
$398K 0.06%
+7,053
286
$396K 0.06%
+3,476
287
$395K 0.06%
+3,854
288
$395K 0.06%
+1,085
289
$393K 0.06%
+12,624
290
$391K 0.06%
+2,440
291
$389K 0.06%
+6,685
292
$389K 0.06%
+769
293
$386K 0.06%
+2,485
294
$385K 0.06%
+198
295
$384K 0.06%
2,510
+10
296
$382K 0.05%
+10,694
297
$382K 0.05%
+830
298
$381K 0.05%
+1,977
299
$378K 0.05%
+7,388
300
$377K 0.05%
+1,759
10 11
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