SAW

Signal Advisors Wealth Portfolio holdings

AUM $1.26B
1-Year Est. Return 14.54%
This Quarter Est. Return
1 Year Est. Return
+14.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$11.5M
3
+$10.5M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$9.19M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$7.3M

Top Sells

1
+$10.3M
2
+$9.75M
3
+$5.15M
4
DIVB icon
iShares Core Dividend ETF
DIVB
+$4.94M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.9M

Sector Composition

1 Technology 8.18%
2 Financials 3.65%
3 Consumer Discretionary 2.37%
4 Healthcare 2.04%
5 Industrials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$415K 0.03%
1,082
-3,151
327
$412K 0.03%
18,645
+4,027
328
$404K 0.03%
8,453
-6,404
329
$404K 0.03%
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330
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5,280
+47
331
$400K 0.03%
1,610
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332
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333
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2,657
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334
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+8,992
335
$387K 0.03%
17,892
+512
336
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545
-2,233
337
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8,586
+1,600
338
$361K 0.03%
5,816
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339
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4,469
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340
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341
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14,453
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342
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+3,263
343
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12,449
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344
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345
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4,407
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346
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2,716
-1,338
347
$347K 0.03%
897
-2,219
348
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1,262
+349
349
$344K 0.03%
742
+19
350
$343K 0.03%
+8,806
12 13
14
15 16