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
376
$277K 0.03%
2,200
+480
377
$276K 0.03%
1,086
+75
378
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380
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14,488
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381
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12,286
-172
382
$264K 0.03%
+10,285
383
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693
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384
$260K 0.03%
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385
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251
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386
$255K 0.03%
742
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4,013
-3,776
388
$246K 0.03%
2,824
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389
$246K 0.03%
5,319
-3,649
390
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886
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391
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392
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393
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394
$240K 0.03%
5,394
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3,183
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396
$239K 0.03%
1,432
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397
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398
$238K 0.03%
+11,289
399
$238K 0.03%
6,910
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400
$237K 0.03%
2,369
-4
14 15
16
17 18