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
$403M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$3.89M
3
+$3.61M
4
UTEN icon
US Treasury 10 Year Note ETF
UTEN
+$3.24M
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$2.66M

Top Sells

1
+$1.04M
2
+$1.03M
3
+$869K
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$800K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$749K

Sector Composition

1 Technology 6.07%
2 Consumer Discretionary 3.94%
3 Financials 2.9%
4 Healthcare 2.35%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.04M 1%
41,204
+214
27
$3.89M 0.96%
22,106
+1,471
28
$3.84M 0.95%
18,439
+4,797
29
$3.82M 0.95%
46,742
+16,788
30
$3.69M 0.92%
20,443
+1,752
31
$3.67M 0.91%
163,293
+20,295
32
$3.67M 0.91%
38,750
+354
33
$3.53M 0.88%
39,100
+7,390
34
$3.43M 0.85%
63,009
-437
35
$3.3M 0.82%
31,784
+7,992
36
$3.2M 0.79%
27,283
-1,003
37
$3.08M 0.77%
6,416
+1,933
38
$3.06M 0.76%
7,277
+264
39
$2.94M 0.73%
15,054
+11,155
40
$2.91M 0.72%
34,483
+13,390
41
$2.77M 0.69%
8,056
42
$2.7M 0.67%
14,476
+7,839
43
$2.68M 0.66%
37,065
-3,913
44
$2.66M 0.66%
+59,807
45
$2.58M 0.64%
27,864
+1,175
46
$2.49M 0.62%
16,343
+472
47
$2.32M 0.57%
14,217
-550
48
$2.28M 0.57%
+111,430
49
$2.26M 0.56%
43,871
+1,577
50
$2.21M 0.55%
94,720
+17,746
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