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
376
$272K 0.02%
2,550
-2,858
377
$270K 0.02%
2,306
-31
378
$269K 0.02%
1,091
-318
379
$269K 0.02%
5,055
-2,559
380
$269K 0.02%
+873
381
$269K 0.02%
+441
382
$268K 0.02%
5,947
-1,838
383
$266K 0.02%
+4,067
384
$265K 0.02%
+3,330
385
$265K 0.02%
1,126
+207
386
$264K 0.02%
9,853
-2,840
387
$261K 0.02%
+26,671
388
$260K 0.02%
1,309
-47
389
$259K 0.02%
+3,524
390
$258K 0.02%
3,858
-135
391
$257K 0.02%
+2,555
392
$256K 0.02%
+3,488
393
$256K 0.02%
+2,831
394
$252K 0.02%
+5,180
395
$251K 0.02%
+7,019
396
$251K 0.02%
3,142
+548
397
$247K 0.02%
+10,322
398
$247K 0.02%
5,695
+158
399
$244K 0.02%
+1,940
400
$243K 0.02%
+6,268
14 15
16
17 18