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
376
$307K 0.02%
+12,384
377
$307K 0.02%
+10,647
378
$306K 0.02%
2,899
+825
379
$305K 0.02%
7,847
-2,370
380
$304K 0.02%
9,343
-141
381
$304K 0.02%
+2,049
382
$303K 0.02%
8,160
-87
383
$300K 0.02%
+14,709
384
$299K 0.02%
2,217
-323
385
$298K 0.02%
1,278
+303
386
$287K 0.02%
+6,134
387
$282K 0.02%
5,447
-87
388
$282K 0.02%
+6,222
389
$282K 0.02%
2,867
-9,992
390
$281K 0.02%
3,220
-594
391
$279K 0.02%
5,657
+1,073
392
$278K 0.02%
+4,018
393
$271K 0.02%
+11,343
394
$270K 0.02%
+3,395
395
$269K 0.02%
754
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396
$269K 0.02%
4,211
-492
397
$266K 0.02%
835
-4,201
398
$266K 0.02%
+3,181
399
$266K 0.02%
+6,277
400
$263K 0.02%
10,296
-3,597
14 15
16
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