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
401
$215K 0.03%
+10,624
402
$214K 0.03%
+1,502
403
$213K 0.03%
6,405
404
$213K 0.03%
+7,347
405
$212K 0.03%
+2,373
406
$211K 0.03%
+2,249
407
$210K 0.03%
+3,161
408
$207K 0.03%
+5,280
409
$206K 0.03%
+4,079
410
$206K 0.03%
+1,701
411
$205K 0.03%
+8,333
412
$204K 0.03%
+2,472
413
$169K 0.02%
+16,272
414
$135K 0.02%
+10,071
415
$32.1K ﹤0.01%
2,804
+715
416
$3.44K ﹤0.01%
25,100
+100
417
– –
-7,601
418
– –
-14,000
419
– –
-9,605
420
– –
-2,758
13 14 15 16
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