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 | |
|---|---|---|---|---|---|---|---|
| $285K | 0.03% | 2,847 -3,728 | -57% | -$373K | |||
| $280K | 0.03% | 4,703 -354 | -7% | -$21.1K | |||
| $279K | 0.03% | 1,029 -548 | -35% | -$148K | |||
| $277K | 0.03% | 6,986 -3,827 | -35% | -$152K | |||
| $275K | 0.03% | 8,770 +1,290 | +17% | +$40.5K | |||
| $270K | 0.03% | 4,361 -993 | -19% | -$61.5K | |||
| $270K | 0.03% | 3,778 +595 | +19% | +$42.5K | |||
| $266K | 0.03% | 9,186 +1,258 | +16% | +$36.4K | |||
| $265K | 0.03% | 11,310 -2,364 | -17% | -$55.4K | |||
| $264K | 0.03% | 5,534 -1,161 | -17% | -$55.3K | |||
| $259K | 0.03% | 133 | New | +$259K | |||
| $256K | 0.03% | 5,549 +710 | +15% | +$32.7K | |||
| $256K | 0.03% | 3,601 | New | +$256K | |||
| $252K | 0.02% | 1,570 | New | +$252K | |||
| $250K | 0.02% | 2,284 -336 | -13% | -$36.8K | |||
| $249K | 0.02% | 785 -239 | -23% | -$75.9K | |||
| $247K | 0.02% | 2,672 | New | +$247K | |||
| $245K | 0.02% | 913 -89 | -9% | -$23.9K | |||
| $244K | 0.02% | 3,586 -815 | -19% | -$55.5K | |||
| $242K | 0.02% | 6,889 | New | +$242K | |||
| $238K | 0.02% | 4,063 | New | +$238K | |||
| $232K | 0.02% | 9,728 | New | +$232K | |||
| $232K | 0.02% | 5,336 -58 | -1% | -$2.52K | |||
| $231K | 0.02% | 974 +14 | +1% | +$3.32K | |||
| $231K | 0.02% | 2,074 -613 | -23% | -$68.2K |
