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
451
$167K 0.02%
+11,791
452
$165K 0.01%
+15,500
453
$163K 0.01%
14,696
-2,308
454
$132K 0.01%
+10,134
455
$20.7K ﹤0.01%
+1,170
456
– –
-1,550
457
– –
-114,960
458
– –
-10,710
459
– –
-3,296
460
– –
-897
461
– –
-668
462
– –
-2,117
463
– –
-37,483
464
– –
-2,899
465
– –
-33,980
466
– –
-3,919
467
– –
-754
468
– –
-6,134
469
– –
-9,504
470
– –
-30,806
471
– –
-11,343
472
– –
-41,644
473
– –
-10,296
474
– –
-10,339
475
– –
-1,530
17 18
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