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
$698M
AUM Growth
+$653M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$18.4M
3
+$15M
4
PSFF icon
Pacer Swan SOS Fund of Funds ETF
PSFF
+$15M
5
DIVB icon
iShares Core Dividend ETF
DIVB
+$14.9M

Top Sells

1
+$684K
2
+$503K
3
+$433K
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$352K
5
DUK icon
Duke Energy
DUK
+$276K

Sector Composition

1 Technology 7.29%
2 Consumer Discretionary 4.52%
3 Healthcare 3.93%
4 Industrials 3.54%
5 Financials 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.62M 0.8%
31,346
+30,121
27
$5.52M 0.79%
147,769
+131,410
28
$5.47M 0.78%
67,759
+63,835
29
$5.44M 0.78%
121,672
+114,519
30
$5.44M 0.78%
119,668
+107,316
31
$4.97M 0.71%
40,945
+37,129
32
$4.87M 0.7%
+164,919
33
$4.72M 0.68%
+8,064
34
$4.7M 0.67%
25,219
+23,031
35
$4.66M 0.67%
22,106
+20,083
36
$4.64M 0.66%
25,879
+23,563
37
$4.53M 0.65%
91,122
+79,922
38
$4.52M 0.65%
+47,184
39
$4.44M 0.64%
11,555
+7,389
40
$4.41M 0.63%
+92,203
41
$4.26M 0.61%
+8,082
42
$4.26M 0.61%
15,041
+13,919
43
$4.22M 0.6%
+83,802
44
$3.95M 0.57%
+14,363
45
$3.86M 0.55%
+34,126
46
$3.81M 0.55%
164,304
+125,567
47
$3.78M 0.54%
+38,492
48
$3.73M 0.53%
+38,908
49
$3.68M 0.53%
+85,231
50
$3.63M 0.52%
+63,130
1
2
3 4 5