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
351
$306K 0.03%
1,495
+144
352
$303K 0.03%
6,940
-40,397
353
$302K 0.03%
2,091
-2,330
354
$298K 0.03%
+6,413
355
$298K 0.03%
3,045
-175
356
$298K 0.03%
8,784
-20,172
357
$296K 0.03%
+1,698
358
$296K 0.03%
+2,188
359
$296K 0.03%
7,019
-148,253
360
$294K 0.03%
+635
361
$294K 0.03%
1,935
-114
362
$289K 0.03%
+1,424
363
$286K 0.03%
5,872
+412
364
$285K 0.03%
+2,266
365
$285K 0.03%
+6,354
366
$284K 0.03%
6,285
+8
367
$283K 0.03%
1,680
-1,239
368
$283K 0.03%
+2,696
369
$283K 0.03%
9,276
+223
370
$281K 0.03%
+432
371
$279K 0.03%
+3,841
372
$278K 0.03%
9,453
+1,323
373
$277K 0.03%
+8,832
374
$277K 0.03%
4,045
-4,405
375
$276K 0.03%
+17,465
13 14
15
16 17