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
301
$376K 0.05%
+10,759
302
$374K 0.05%
+3,292
303
$372K 0.05%
+4,123
304
$371K 0.05%
+1,519
305
$369K 0.05%
+7,461
306
$368K 0.05%
+2,843
307
$368K 0.05%
12,962
+3,143
308
$368K 0.05%
+2,083
309
$367K 0.05%
+3,141
310
$364K 0.05%
+4,046
311
$362K 0.05%
+13,533
312
$359K 0.05%
+2,968
313
$359K 0.05%
+2,394
314
$355K 0.05%
+3,266
315
$350K 0.05%
+690
316
$348K 0.05%
+4,229
317
$348K 0.05%
+3,023
318
$345K 0.05%
+7,725
319
$345K 0.05%
+1,532
320
$342K 0.05%
+1,785
321
$342K 0.05%
+7,621
322
$342K 0.05%
+987
323
$342K 0.05%
+911
324
$341K 0.05%
+7,215
325
$340K 0.05%
+4,659
11 12
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