SAW

Signal Advisors Wealth Portfolio holdings

AUM $1.26B
1-Year Est. Return 14.54%
This Quarter Est. Return
1 Year Est. Return
+14.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$11.5M
3
+$10.5M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$9.19M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$7.3M

Top Sells

1
+$10.3M
2
+$9.75M
3
+$5.15M
4
DIVB icon
iShares Core Dividend ETF
DIVB
+$4.94M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.9M

Sector Composition

1 Technology 8.18%
2 Financials 3.65%
3 Consumer Discretionary 2.37%
4 Healthcare 2.04%
5 Industrials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.8M 0.93%
124,160
+60,110
27
$11.1M 0.87%
120,712
-31,232
28
$10.4M 0.82%
57,426
+7,869
29
$10.4M 0.81%
188,472
+16,423
30
$10.1M 0.79%
33,319
-7,591
31
$10M 0.78%
204,113
+82,276
32
$9.95M 0.78%
234,538
+162,098
33
$9.91M 0.77%
446,014
+104,014
34
$9.87M 0.77%
27,806
+6,423
35
$9.68M 0.76%
195,709
+51,608
36
$9.56M 0.75%
198,376
+52,447
37
$9.42M 0.74%
85,956
-20,636
38
$9.2M 0.72%
175,758
+69,708
39
$9.02M 0.71%
158,715
-11,836
40
$8.99M 0.7%
30,994
+3,136
41
$8.22M 0.64%
75,751
+43,214
42
$7.62M 0.6%
186,716
+129,036
43
$7.5M 0.59%
76,658
+2,736
44
$7.36M 0.58%
19,472
+1,436
45
$7.27M 0.57%
118,761
+25,646
46
$6.6M 0.52%
154,315
-41,643
47
$6.55M 0.51%
27,636
+1,446
48
$6.44M 0.5%
31,305
+26,590
49
$6.43M 0.5%
155,272
+126,821
50
$6.42M 0.5%
72,764
-58,349
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