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 | |
|---|---|---|---|---|---|---|---|
| $434K | 0.04% | 15,252 | New | +$434K | |||
| $430K | 0.04% | 989 +192 | +24% | +$83.5K | |||
| $429K | 0.04% | 8,469 +3,922 | +86% | +$199K | |||
| $424K | 0.04% | 15,704 +3,477 | +28% | +$93.9K | |||
| $422K | 0.04% | 830 -192 | -19% | -$97.6K | |||
| $421K | 0.04% | 5,871 +950 | +19% | +$68.2K | |||
| $416K | 0.04% | 5,359 +99 | +2% | +$7.68K | |||
| $414K | 0.04% | 12,473 | New | +$414K | |||
| $403K | 0.04% | 2,205 +39 | +2% | +$7.12K | |||
| $398K | 0.04% | 1,460 +174 | +14% | +$47.4K | |||
| $398K | 0.04% | 402 +4 | +1% | +$3.96K | |||
| $397K | 0.04% | 873 +3 | +0.3% | +$1.36K | |||
| $395K | 0.04% | 4,802 +163 | +4% | +$13.4K | |||
| $395K | 0.04% | 5,518 -1,755 | -24% | -$126K | |||
| $392K | 0.04% | 935 -32 | -3% | -$13.4K | |||
| $389K | 0.04% | 7,054 -67 | -0.9% | -$3.69K | |||
| $386K | 0.04% | 4,888 -4,940 | -50% | -$390K | |||
| $385K | 0.04% | 2,598 -10 | -0.4% | -$1.48K | |||
| $384K | 0.04% | 2,244 +96 | +4% | +$16.4K | |||
| $383K | 0.04% | 3,480 +24 | +0.7% | +$2.64K | |||
| $382K | 0.04% | 22,133 | New | +$382K | |||
| $382K | 0.04% | 2,842 -20 | -0.7% | -$2.69K | |||
| $381K | 0.04% | 6,369 -779 | -11% | -$46.6K | |||
| $376K | 0.04% | 1,860 -2 | -0.1% | -$404 | |||
| $376K | 0.04% | 10,217 -1,814 | -15% | -$66.7K |
