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

Top Buys

1
+$15.1M
2
+$8.42M
3
+$8.08M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$7.98M
5
BKAG icon
BNY Mellon Core Bond ETF
BKAG
+$7.07M

Top Sells

1
+$5.51M
2
+$3.05M
3
+$2.55M
4
AMT icon
American Tower
AMT
+$2.44M
5
AVGO icon
Broadcom
AVGO
+$2.38M

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
26
$7.27M 0.82%
33,123
+7,904
27
$7.23M 0.82%
188,367
+182,955
28
$6.99M 0.79%
39,892
+14,013
29
$6.93M 0.78%
292,791
+31,647
30
$6.9M 0.78%
144,259
+2,981
31
$6.53M 0.74%
112,169
+63,049
32
$6.34M 0.72%
278,285
+113,981
33
$6.22M 0.7%
+182,384
34
$6.21M 0.7%
68,607
+848
35
$6.13M 0.69%
10,415
-4,324
36
$6.12M 0.69%
139,056
+46,853
37
$5.99M 0.68%
24,731
-2,742
38
$5.96M 0.67%
65,150
+57,723
39
$5.9M 0.67%
142,977
-8,320
40
$5.9M 0.67%
122,149
+84,260
41
$5.9M 0.67%
24,621
+2,515
42
$5.6M 0.63%
24,939
+16,244
43
$5.57M 0.63%
60,778
+21,870
44
$5.49M 0.62%
17,376
+3,013
45
$5.37M 0.61%
136,471
+116,039
46
$5.3M 0.6%
22,044
+6,899
47
$5.29M 0.6%
138,643
-9,126
48
$5.08M 0.57%
119,267
-401
49
$5.02M 0.57%
119,672
+52,259
50
$4.97M 0.56%
12,310
-13,645
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