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
401
$262K 0.02%
+11,512
402
$261K 0.02%
3,993
-1,062
403
$261K 0.02%
2,337
-73
404
$260K 0.02%
+7,792
405
$257K 0.02%
+10,075
406
$256K 0.02%
1,001
+27
407
$256K 0.02%
+5,309
408
$253K 0.02%
+2,120
409
$251K 0.02%
9,053
-133
410
$251K 0.02%
693
411
$250K 0.02%
5,603
+1,079
412
$250K 0.02%
3,990
-73
413
$250K 0.02%
+2,657
414
$248K 0.02%
+1,547
415
$248K 0.02%
+2,269
416
$247K 0.02%
+1,351
417
$247K 0.02%
5,460
-89
418
$245K 0.02%
3,920
-4,014
419
$239K 0.02%
2,526
-146
420
$239K 0.02%
+5,537
421
$237K 0.02%
+1,839
422
$235K 0.02%
8,130
423
$234K 0.02%
2,139
-2,598
424
$233K 0.02%
1,550
-158
425
$232K 0.02%
+2,020
15 16
17
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