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
351
$342K 0.03%
+9,057
352
$341K 0.03%
+7,614
353
$339K 0.03%
2,493
-200
354
$338K 0.03%
+7,785
355
$336K 0.03%
+8,363
356
$333K 0.03%
13,071
+4,750
357
$332K 0.03%
2,585
+27
358
$332K 0.03%
127
-6
359
$331K 0.03%
+12,693
360
$330K 0.03%
6,362
+282
361
$329K 0.03%
10,339
-9,140
362
$329K 0.03%
+4,926
363
$329K 0.03%
+3,675
364
$326K 0.03%
+13,279
365
$325K 0.03%
+3,369
366
$323K 0.03%
+1,580
367
$319K 0.02%
2,394
+110
368
$318K 0.02%
+1,406
369
$318K 0.02%
+11,591
370
$317K 0.02%
+6,742
371
$316K 0.02%
+4,047
372
$314K 0.02%
+8,261
373
$314K 0.02%
6,265
+11
374
$309K 0.02%
+1,126
375
$308K 0.02%
+5,589
13 14
15
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