SAW

Signal Advisors Wealth Portfolio holdings

AUM $1.26B
1-Year Est. Return 14.54%
This Quarter Est. Return
1 Year Est. Return
+14.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$11.5M
3
+$10.5M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$9.19M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$7.3M

Top Sells

1
+$10.3M
2
+$9.75M
3
+$5.15M
4
DIVB icon
iShares Core Dividend ETF
DIVB
+$4.94M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.9M

Sector Composition

1 Technology 8.18%
2 Financials 3.65%
3 Consumer Discretionary 2.37%
4 Healthcare 2.04%
5 Industrials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.34M 0.5%
107,795
-17,123
52
$6.28M 0.49%
124,793
+49,104
53
$6.23M 0.49%
127,035
+53,099
54
$6.17M 0.48%
34,989
+15,606
55
$6.02M 0.47%
122,283
-72,177
56
$6.02M 0.47%
148,590
-50,862
57
$5.89M 0.46%
147,326
+88,323
58
$5.71M 0.45%
41,544
+18,970
59
$5.67M 0.44%
23,339
+1,803
60
$5.62M 0.44%
217,318
+116,745
61
$5.61M 0.44%
17,673
+2,866
62
$5.6M 0.44%
157,783
-30,269
63
$5.52M 0.43%
116,096
+104,327
64
$5.52M 0.43%
9,738
+2,546
65
$5.51M 0.43%
152,675
+40,906
66
$5.48M 0.43%
106,608
+95,884
67
$5.43M 0.42%
219,442
+92,138
68
$5.41M 0.42%
20,261
+5,465
69
$5.32M 0.42%
9,646
+452
70
$5.29M 0.41%
7,162
+2,222
71
$5.2M 0.41%
102,558
+27,666
72
$5.05M 0.39%
114,960
-78,868
73
$5.04M 0.39%
+244,316
74
$5M 0.39%
+127,617
75
$4.89M 0.38%
89,874
+37,402
1 2
3
4 5