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
426
$231K 0.02%
694
-158
427
$229K 0.02%
+433
428
$227K 0.02%
+3,296
429
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+1,053
430
$225K 0.02%
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431
$225K 0.02%
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432
$224K 0.02%
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433
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434
$220K 0.02%
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435
$220K 0.02%
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436
$219K 0.02%
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437
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2,272
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438
$216K 0.02%
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-6,436
439
$216K 0.02%
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440
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3,401
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$214K 0.02%
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444
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445
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446
$208K 0.02%
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447
$207K 0.02%
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448
$207K 0.02%
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449
$207K 0.02%
+4,414
450
$206K 0.02%
2,594
-2,294
16 17
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