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
$698M
AUM Growth
+$653M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$18.4M
3
+$15M
4
PSFF icon
Pacer Swan SOS Fund of Funds ETF
PSFF
+$15M
5
DIVB icon
iShares Core Dividend ETF
DIVB
+$14.9M

Top Sells

1
+$684K
2
+$503K
3
+$433K
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$352K
5
DUK icon
Duke Energy
DUK
+$276K

Sector Composition

1 Technology 7.29%
2 Consumer Discretionary 4.52%
3 Healthcare 3.93%
4 Industrials 3.54%
5 Financials 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.59M 0.51%
+15,145
52
$3.54M 0.51%
125,184
+108,243
53
$3.51M 0.5%
+11,778
54
$3.51M 0.5%
20,263
+18,429
55
$3.5M 0.5%
46,662
+43,735
56
$3.49M 0.5%
+193,225
57
$3.39M 0.49%
+31,468
58
$3.22M 0.46%
+65,020
59
$3.12M 0.45%
+14,497
60
$3.11M 0.45%
+96,756
61
$3.09M 0.44%
+72,549
62
$3.09M 0.44%
+24,253
63
$2.9M 0.42%
+49,120
64
$2.89M 0.41%
+34,537
65
$2.79M 0.4%
+67,413
66
$2.75M 0.39%
+15,935
67
$2.71M 0.39%
+29,955
68
$2.6M 0.37%
8,540
+3,468
69
$2.55M 0.36%
+12,913
70
$2.44M 0.35%
52,567
+40,871
71
$2.44M 0.35%
4,264
+3,744
72
$2.44M 0.35%
+10,476
73
$2.35M 0.34%
5,105
+4,493
74
$2.34M 0.33%
58,357
+40,199
75
$2.34M 0.33%
+8,626
1 2
3
4 5