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
276
$453K 0.05%
711
-71
277
$450K 0.05%
20,793
-12,192
278
$449K 0.05%
12,031
-55
279
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2,576
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280
$441K 0.05%
10,813
-1,084
281
$440K 0.05%
700
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282
$439K 0.05%
4,122
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283
$436K 0.05%
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284
$429K 0.05%
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285
$427K 0.05%
7,148
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286
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287
$421K 0.05%
18,502
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288
$420K 0.05%
398
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289
$419K 0.05%
3,405
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290
$418K 0.05%
870
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291
$416K 0.05%
8,041
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292
$416K 0.05%
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293
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294
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3,646
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295
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296
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1,831
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297
$410K 0.05%
2,608
+168
298
$407K 0.05%
4,562
+1,946
299
$401K 0.05%
+8,791
300
$400K 0.05%
967
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10 11
12
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