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
$45.7M
AUM Growth
-$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$944K
2
+$522K
3
+$488K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$433K
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$352K

Top Sells

1
+$13.9M
2
+$11.9M
3
+$11.8M
4
PSFF icon
Pacer Swan SOS Fund of Funds ETF
PSFF
+$11.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.3M

Sector Composition

1 Consumer Discretionary 12.39%
2 Technology 9.65%
3 Healthcare 5.77%
4 Consumer Staples 5.02%
5 Financials 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-97,817
302
– –
-20,571
303
– –
-86,985
304
– –
-2,551
305
– –
-758
9 10 11 12
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