SAW

Signal Advisors Wealth Portfolio holdings

AUM $1.1B
1-Year Est. Return 13.1%
This Quarter Est. Return
1 Year Est. Return
+13.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.2M
3
+$9.9M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$9.78M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.23M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 5.2%
2 Technology 4.63%
3 Financials 2.29%
4 Healthcare 2.22%
5 Communication Services 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.19M 1.11%
+66,556
27
$3.05M 1.06%
+120,261
28
$2.98M 1.03%
+65,997
29
$2.95M 1.02%
+142,998
30
$2.94M 1.02%
+28,286
31
$2.93M 1.01%
+74,948
32
$2.84M 0.98%
+18,691
33
$2.71M 0.94%
+40,978
34
$2.65M 0.92%
+8,056
35
$2.63M 0.91%
+13,642
36
$2.51M 0.87%
+26,689
37
$2.5M 0.87%
+7,013
38
$2.4M 0.83%
+44,793
39
$2.4M 0.83%
+41,167
40
$2.3M 0.8%
+23,792
41
$2.24M 0.78%
+15,871
42
$2.21M 0.77%
+14,767
43
$2.18M 0.75%
+29,954
44
$2.14M 0.74%
+42,294
45
$2.1M 0.73%
+51,365
46
$1.96M 0.68%
+4,483
47
$1.95M 0.68%
+18,596
48
$1.9M 0.66%
+92,218
49
$1.86M 0.64%
+6,259
50
$1.82M 0.63%
+76,974
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2
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