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
301
$399K 0.04%
+6,159
302
$399K 0.04%
+555
303
$397K 0.04%
8,420
+5,697
304
$393K 0.04%
+18,371
305
$392K 0.04%
3,168
-4,567
306
$387K 0.04%
7,411
-1,495
307
$382K 0.03%
8,160
-1,221
308
$381K 0.03%
8,114
-7,176
309
$381K 0.03%
2,730
+14
310
$378K 0.03%
2,257
-2,178
311
$377K 0.03%
16,353
-1,539
312
$377K 0.03%
2,322
-3,283
313
$376K 0.03%
1,143
-175
314
$372K 0.03%
2,233
-562
315
$370K 0.03%
14,478
+25
316
$369K 0.03%
2,393
-4,544
317
$365K 0.03%
4,103
+922
318
$363K 0.03%
2,767
+1,151
319
$362K 0.03%
+1,889
320
$361K 0.03%
+12,571
321
$358K 0.03%
+5,686
322
$356K 0.03%
15,298
-3,347
323
$356K 0.03%
10,092
-39,760
324
$353K 0.03%
+3,428
325
$348K 0.03%
3,037
-1,656
11 12
13
14 15