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
$288M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.2M
3
+$9.9M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$9.78M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.23M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 5.2%
2 Technology 4.63%
3 Financials 2.29%
4 Healthcare 2.22%
5 Communication Services 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.81M 0.63%
+77,696
52
$1.58M 0.55%
+21,093
53
$1.57M 0.54%
+31,710
54
$1.5M 0.52%
+29,680
55
$1.47M 0.51%
+84,215
56
$1.47M 0.51%
+29,823
57
$1.47M 0.51%
+70,348
58
$1.4M 0.49%
+17,984
59
$1.4M 0.48%
+18,145
60
$1.39M 0.48%
+11,330
61
$1.23M 0.43%
+27,558
62
$1.21M 0.42%
+3,427
63
$1.15M 0.4%
+6,637
64
$1.12M 0.39%
+4,248
65
$1.11M 0.39%
+5,825
66
$1.06M 0.37%
+22,901
67
$1.01M 0.35%
+14,091
68
$1.01M 0.35%
+16,150
69
$995K 0.34%
+19,946
70
$978K 0.34%
+22,344
71
$970K 0.34%
+2,764
72
$967K 0.34%
+23,527
73
$948K 0.33%
+4,243
74
$932K 0.32%
+21,259
75
$917K 0.32%
+107,329
1 2
3
4 5