SAW
Signal Advisors Wealth Portfolio holdings
AUM $1.02B
AUM
$1.02B
AUM Growth
+$139M (+16%)
Cap. Flow
+$169M
Cap. Flow % of AUM
16.57%
Top 10 Holdings %Top 10 Hldgs %
25.2%
Holding
470
New
46
Increased
209
Reduced
166
Closed
40
Top Buys
| 1 | $14.4M | |
| 2 | $9.76M | |
| 3 | $9.7M | |
| 4 | $9.13M | |
| 5 | $8.95M |
Top Sells
| 1 | $5.43M | |
| 2 | $3.78M | |
| 3 | $3.47M | |
| 4 | $3.34M | |
| 5 | $2.87M |
Sector Composition
| 1 | Technology | 5.94% |
| 2 | Financials | 3.29% |
| 3 | Consumer Discretionary | 2.97% |
| 4 | Healthcare | 2.91% |
| 5 | Industrials | 2.51% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $330K | 0.03% | 13,893 +963 | +7% | +$22.9K | |||
| $326K | 0.03% | 241 +21 | +10% | +$28.4K | |||
| $325K | 0.03% | 4,843 +134 | +3% | +$8.99K | |||
| $325K | 0.03% | 5,055 -160 | -3% | -$10.3K | |||
| $323K | 0.03% | 723 -288 | -28% | -$129K | |||
| $322K | 0.03% | 2,364 -581 | -20% | -$79.1K | |||
| $321K | 0.03% | 3,126 +162 | +5% | +$16.7K | |||
| $320K | 0.03% | 3,203 +45 | +1% | +$4.49K | |||
| $316K | 0.03% | 5,418 +1,405 | +35% | +$82K | |||
| $314K | 0.03% | 786 -4 | -0.5% | -$1.6K | |||
| $312K | 0.03% | 743 +2 | +0.3% | +$839 | |||
| $310K | 0.03% | 2,540 -4,711 | -65% | -$575K | |||
| $309K | 0.03% | 11,525 -2,008 | -15% | -$53.8K | |||
| $308K | 0.03% | 3,814 -748 | -16% | -$60.3K | |||
| $302K | 0.03% | 9,569 | New | +$302K | |||
| $302K | 0.03% | 5,768 -2,273 | -28% | -$119K | |||
| $302K | 0.03% | 3,161 +1 | +0% | +$95 | |||
| $300K | 0.03% | 3,343 +371 | +12% | +$33.3K | |||
| $297K | 0.03% | 9,484 -341 | -3% | -$10.7K | |||
| $297K | 0.03% | 2,558 -8 | -0.3% | -$928 | |||
| $292K | 0.03% | 6,444 -837 | -12% | -$38K | |||
| $292K | 0.03% | 6,254 | – | – | |||
| $291K | 0.03% | 8,247 | – | – | |||
| $291K | 0.03% | 6,250 | New | +$291K | |||
| $289K | 0.03% | 14,618 +130 | +0.9% | +$2.57K |
