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
276
$487K 0.04%
25,808
-11,208
277
$484K 0.04%
17,458
-38
278
$479K 0.04%
+22,214
279
$478K 0.04%
10,706
-223,832
280
$473K 0.04%
1,549
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281
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+6,165
282
$469K 0.04%
8,569
+3,122
283
$469K 0.04%
7,435
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284
$467K 0.04%
+21,912
285
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19,993
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286
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9,455
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287
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8,136
-1,660
288
$447K 0.04%
16,022
-1,017
289
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6,795
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290
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291
$434K 0.04%
22,517
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292
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14,343
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293
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443
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294
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295
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15,632
+7,208
296
$411K 0.04%
12,143
+5,163
297
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298
$404K 0.04%
21,627
-3,094
299
$401K 0.04%
15,519
-54,153
300
$401K 0.04%
4,768
+1,373
10 11
12
13 14