SAW

Signal Advisors Wealth Portfolio holdings

AUM $1.46B
1-Year Est. Return 14.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
-$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.69M
3
+$9.33M
4
AMT icon
American Tower
AMT
+$8.74M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$6.69M

Top Sells

1
+$28.5M
2
+$25.4M
3
+$23.4M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$23.2M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$17.4M

Sector Composition

1 Technology 12.39%
2 Financials 4.84%
3 Consumer Discretionary 3.09%
4 Healthcare 2.81%
5 Industrials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.58M 0.87%
52,055
+20,750
27
$9.36M 0.85%
208,164
+81,129
28
$9.15M 0.83%
181,392
+56,599
29
$9.03M 0.82%
138,943
+20,182
30
$9.02M 0.82%
210,823
+62,233
31
$8.96M 0.81%
62,615
+21,071
32
$8.67M 0.79%
34,091
+6,455
33
$8.46M 0.77%
34,261
+14,000
34
$8.32M 0.75%
34,942
+11,603
35
$8.07M 0.73%
+41,957
36
$8.02M 0.73%
171,317
+17,002
37
$8.01M 0.73%
209,493
+56,818
38
$7.97M 0.72%
57,289
+24,217
39
$7.93M 0.72%
15,905
+6,167
40
$7.82M 0.71%
17,466
+7,880
41
$7.76M 0.7%
23,635
-9,684
42
$7.66M 0.7%
64,754
-10,997
43
$7.53M 0.68%
282,570
+63,128
44
$6.99M 0.63%
259,256
+209,865
45
$6.75M 0.61%
+142,140
46
$6.25M 0.57%
265,273
+77,451
47
$6.14M 0.56%
8,365
+1,203
48
$5.99M 0.54%
13,471
-4,202
49
$5.74M 0.52%
8,570
+1,825
50
$5.69M 0.52%
58,057
+12,097
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