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
401
$236K 0.03%
2,344
-84
402
$235K 0.03%
7,480
403
$234K 0.03%
1,674
-55
404
$230K 0.03%
4,839
-427
405
$230K 0.03%
+4,547
406
$225K 0.03%
960
+49
407
$222K 0.03%
7,928
-706
408
$220K 0.02%
+4,285
409
$219K 0.02%
+2,561
410
$217K 0.02%
6,405
411
$216K 0.02%
4,036
-1,153
412
$216K 0.02%
+2,541
413
$214K 0.02%
10,908
+284
414
$211K 0.02%
2,608
-474
415
$208K 0.02%
1,737
-103
416
$206K 0.02%
2,718
-522
417
$206K 0.02%
8,311
-22
418
$203K 0.02%
+1,023
419
$201K 0.02%
7,568
+221
420
$170K 0.02%
13,096
+3,025
421
$168K 0.02%
16,611
+339
422
$34.2K ﹤0.01%
+16,360
423
$17.1K ﹤0.01%
2,486
-318
424
$3.01K ﹤0.01%
25,100
425
– –
-1,733
15 16
17
18 19