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
351
$287K 0.04%
+866
352
$285K 0.04%
+13,874
353
$284K 0.04%
+1,008
354
$284K 0.04%
+882
355
$282K 0.04%
+1,729
356
$281K 0.04%
+7,823
357
$279K 0.04%
+1,837
358
$278K 0.04%
+1,410
359
$278K 0.04%
+1,351
360
$272K 0.04%
+287
361
$272K 0.04%
+5,160
362
$271K 0.04%
+4,685
363
$266K 0.04%
+1,573
364
$265K 0.04%
+5,189
365
$264K 0.04%
+372
366
$264K 0.04%
+6,736
367
$263K 0.04%
+5,123
368
$261K 0.04%
+2,197
369
$261K 0.04%
+12,458
370
$259K 0.04%
749
371
$258K 0.04%
+1,573
372
$257K 0.04%
+5,536
373
$256K 0.04%
+3,082
374
$255K 0.04%
+748
375
$252K 0.04%
+1,447
13 14
15
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