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
376
$250K 0.04%
+5,266
377
$248K 0.04%
+3,240
378
$246K 0.04%
+1,011
379
$245K 0.04%
+5,601
380
$244K 0.04%
+2,428
381
$244K 0.03%
+1,840
382
$240K 0.03%
+4,636
383
$240K 0.03%
+8,634
384
$237K 0.03%
+1,257
385
$236K 0.03%
+56
386
$236K 0.03%
+3,234
387
$235K 0.03%
+2,711
388
$234K 0.03%
+2,616
389
$232K 0.03%
+3,664
390
$231K 0.03%
+7,480
391
$226K 0.03%
+1,720
392
$226K 0.03%
+911
393
$226K 0.03%
841
+15
394
$224K 0.03%
+452
395
$223K 0.03%
+5,412
396
$222K 0.03%
+2,082
397
$222K 0.03%
+1,423
398
$221K 0.03%
+5,302
399
$216K 0.03%
+1,733
400
$215K 0.03%
+4,039
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