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
401
$242K 0.02%
3,652
-2,700
402
$241K 0.02%
+1,274
403
$240K 0.02%
1,177
-403
404
$237K 0.02%
9,009
-9,117
405
$236K 0.02%
4,217
-222,674
406
$236K 0.02%
5,922
-3,135
407
$233K 0.02%
5,472
-2,891
408
$232K 0.02%
9,434
-5,099
409
$231K 0.02%
5,879
+232
410
$230K 0.02%
+1,101
411
$230K 0.02%
+1,101
412
$230K 0.02%
2,510
-4,214
413
$229K 0.02%
732
-394
414
$229K 0.02%
6,980
+610
415
$229K 0.02%
+4,372
416
$228K 0.02%
+5,998
417
$227K 0.02%
+4,775
418
$227K 0.02%
+3,563
419
$227K 0.02%
+5,724
420
$224K 0.02%
1,309
-1,348
421
$224K 0.02%
2,394
-1,281
422
$223K 0.02%
+1,670
423
$222K 0.02%
+811
424
$221K 0.02%
3,279
-122
425
$219K 0.02%
660
-175
15 16
17
18 19