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
$884M
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$8.44M
3
+$8.41M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$8.03M
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$7.36M

Top Sells

1
+$4.39M
2
+$3.03M
3
+$2.56M
4
AMT icon
American Tower
AMT
+$2.44M
5
AVGO icon
Broadcom
AVGO
+$1.9M

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
451
– –
-2,987
452
– –
-9,458
453
– –
-4,079
454
– –
-1,423
455
– –
-2,440
456
– –
-10,326
457
– –
-1,733
15 16 17 18
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