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
301
$396K 0.04%
2,624
+139
302
$396K 0.04%
12,465
-626
303
$393K 0.04%
12,914
-615
304
$393K 0.04%
+7,752
305
$390K 0.04%
2,087
+110
306
$385K 0.04%
1,143
+124
307
$385K 0.04%
1,862
+428
308
$383K 0.04%
6,000
-6,040
309
$381K 0.04%
1,822
+63
310
$380K 0.04%
2,166
+83
311
$378K 0.04%
10,520
-174
312
$378K 0.04%
7,121
+436
313
$376K 0.04%
2,862
-462
314
$375K 0.04%
14,235
+1,273
315
$373K 0.04%
7,480
+1,743
316
$372K 0.04%
5,382
+723
317
$368K 0.04%
1,611
+92
318
$366K 0.04%
13,533
319
$364K 0.04%
2,148
+363
320
$363K 0.04%
17,880
-22,427
321
$363K 0.04%
905
-6
322
$362K 0.04%
3,456
+328
323
$359K 0.04%
741
+51
324
$358K 0.04%
7,359
-102
325
$358K 0.04%
12,227
11 12
13
14 15