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
326
$345K 0.03%
2,505
-80
327
$344K 0.03%
+5,035
328
$344K 0.03%
3,377
+720
329
$342K 0.03%
864
+171
330
$342K 0.03%
13,098
+27
331
$340K 0.03%
6,372
+1,063
332
$340K 0.03%
2,038
+18
333
$339K 0.03%
2,854
+715
334
$334K 0.03%
1,196
-210
335
$333K 0.03%
6,371
-5,632
336
$328K 0.03%
+10,119
337
$328K 0.03%
+3,868
338
$327K 0.03%
6,176
-89
339
$326K 0.03%
7,690
-10,950
340
$325K 0.03%
3,428
-4,564
341
$323K 0.03%
6,486
+829
342
$322K 0.03%
+5,781
343
$321K 0.03%
+5,097
344
$320K 0.03%
13,370
-37,150
345
$317K 0.03%
1,324
-1,512
346
$316K 0.03%
+3,271
347
$313K 0.03%
+2,189
348
$309K 0.03%
5,116
-7,137
349
$308K 0.03%
6,633
-4,846
350
$307K 0.03%
1,894
+347
12 13
14
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