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
$884M
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$8.42M
3
+$8.08M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$7.98M
5
BKAG icon
BNY Mellon Core Bond ETF
BKAG
+$7.07M

Top Sells

1
+$5.51M
2
+$3.05M
3
+$2.55M
4
AMT icon
American Tower
AMT
+$2.44M
5
AVGO icon
Broadcom
AVGO
+$2.38M

Sector Composition

1 Technology 6.69%
2 Consumer Discretionary 3.57%
3 Financials 3.19%
4 Healthcare 3.01%
5 Industrials 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.83M 0.55%
63,816
+35,357
52
$4.62M 0.52%
9,030
-3,432
53
$4.61M 0.52%
9,115
+1,051
54
$4.61M 0.52%
92,806
+9,004
55
$4.53M 0.51%
15,625
+584
56
$4.44M 0.5%
89,684
-1,438
57
$4.42M 0.5%
94,549
+55,375
58
$4.39M 0.5%
13,897
+2,119
59
$4.39M 0.5%
10,693
-862
60
$4.37M 0.49%
96,649
-40,323
61
$4.33M 0.49%
123,588
+61,186
62
$4.31M 0.49%
7,993
-89
63
$4.18M 0.47%
225,026
+31,801
64
$4.13M 0.47%
18,196
+3,699
65
$4.07M 0.46%
22,843
-8,503
66
$4.05M 0.46%
56,336
+9,674
67
$4.05M 0.46%
30,717
+23,962
68
$4.04M 0.46%
118,244
-46,675
69
$3.79M 0.43%
48,169
+26,946
70
$3.65M 0.41%
37,699
+7,744
71
$3.43M 0.39%
66,740
+53,839
72
$3.39M 0.38%
63,919
+20,508
73
$3.36M 0.38%
+35,143
74
$3.34M 0.38%
24,256
+18,382
75
$3.14M 0.36%
18,712
-1,551
1 2
3
4 5