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
$884M
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$8.42M
3
+$8.08M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$7.98M
5
BKAG icon
BNY Mellon Core Bond ETF
BKAG
+$7.07M

Top Sells

1
+$5.51M
2
+$3.05M
3
+$2.55M
4
AMT icon
American Tower
AMT
+$2.44M
5
AVGO icon
Broadcom
AVGO
+$2.38M

Sector Composition

1 Technology 6.69%
2 Consumer Discretionary 3.57%
3 Financials 3.19%
4 Healthcare 3.01%
5 Industrials 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$311K 0.04%
5,057
-514
352
$309K 0.03%
9,825
-2,799
353
$306K 0.03%
4,647
-587
354
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+2,566
355
$300K 0.03%
+12,944
356
$299K 0.03%
6,254
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357
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358
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359
$297K 0.03%
896
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360
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1,600
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361
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362
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363
$294K 0.03%
797
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364
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6,843
-882
365
$293K 0.03%
8,247
-2,512
366
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-2,999
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369
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370
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371
$284K 0.03%
790
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372
$278K 0.03%
+5,354
373
$278K 0.03%
5,545
-1,843
374
$278K 0.03%
2,687
-10
375
$277K 0.03%
8,475
+1,739
13 14
15
16 17