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
326
$338K 0.05%
+5,571
327
$337K 0.05%
8,908
+2,638
328
$337K 0.05%
+12,227
329
$333K 0.05%
+2,440
330
$332K 0.05%
+2,587
331
$332K 0.05%
+5,234
332
$329K 0.05%
+7,887
333
$329K 0.05%
+2,987
334
$329K 0.05%
+4,460
335
$328K 0.05%
+3,128
336
$325K 0.05%
+1,019
337
$325K 0.05%
+2,968
338
$324K 0.05%
+4,030
339
$319K 0.05%
+12,002
340
$318K 0.05%
+13,195
341
$318K 0.05%
+611
342
$315K 0.05%
+1,152
343
$312K 0.04%
+3,301
344
$309K 0.04%
+3,977
345
$302K 0.04%
+2,697
346
$298K 0.04%
11,075
347
$297K 0.04%
+5,737
348
$296K 0.04%
6,282
+1,485
349
$292K 0.04%
5,758
+1,358
350
$291K 0.04%
+1,434
12 13
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