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
426
$219K 0.02%
+2,269
427
$219K 0.02%
3,114
-5,989
428
$219K 0.02%
76,745
-94,462
429
$218K 0.02%
355
-78
430
$218K 0.02%
12,978
+684
431
$218K 0.02%
+6,914
432
$218K 0.02%
918
-344
433
$217K 0.02%
7,674
-3,917
434
$217K 0.02%
+5,620
435
$216K 0.02%
+1,616
436
$216K 0.02%
+1,223
437
$211K 0.02%
+5,386
438
$210K 0.02%
+4,579
439
$208K 0.02%
2,478
-1,929
440
$208K 0.02%
5,237
-3,024
441
$208K 0.02%
+742
442
$207K 0.02%
1,580
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443
$207K 0.02%
4,287
-1,935
444
$207K 0.02%
+2,524
445
$204K 0.02%
5,088
-2,759
446
$201K 0.02%
3,979
-268
447
$200K 0.02%
1,494
-999
448
$182K 0.02%
+14,240
449
$178K 0.02%
14,122
+4,122
450
$170K 0.02%
+12,890
16 17
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