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
$403M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$3.89M
3
+$3.61M
4
UTEN icon
US Treasury 10 Year Note ETF
UTEN
+$3.24M
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$2.66M

Top Sells

1
+$1.04M
2
+$1.03M
3
+$869K
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$800K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$749K

Sector Composition

1 Technology 6.07%
2 Consumer Discretionary 3.94%
3 Financials 2.9%
4 Healthcare 2.35%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.17M 0.54%
97,817
+5,599
52
$2.14M 0.53%
+88,408
53
$2.08M 0.52%
45,556
+22,655
54
$2.06M 0.51%
4,234
+807
55
$2.01M 0.5%
7,139
+880
56
$1.93M 0.48%
107,483
+23,268
57
$1.9M 0.47%
+26,154
58
$1.9M 0.47%
24,871
+17,774
59
$1.85M 0.46%
31,898
-12,895
60
$1.85M 0.46%
9,214
+7,090
61
$1.84M 0.46%
28,695
-12,472
62
$1.77M 0.44%
39,758
-11,607
63
$1.75M 0.43%
63,456
-6,892
64
$1.74M 0.43%
75,624
-2,072
65
$1.73M 0.43%
12,828
+1,498
66
$1.72M 0.43%
39,467
+11,909
67
$1.62M 0.4%
19,367
+1,383
68
$1.57M 0.39%
26,079
+12,543
69
$1.52M 0.38%
5,031
+783
70
$1.49M 0.37%
9,859
+6,930
71
$1.44M 0.36%
29,351
-472
72
$1.43M 0.35%
18,670
+4,579
73
$1.42M 0.35%
12,222
+7,830
74
$1.4M 0.35%
18,281
+136
75
$1.38M 0.34%
10,430
+6,930
1 2
3
4 5