SAW

Signal Advisors Wealth Portfolio holdings

AUM $1.46B
1-Year Est. Return 14.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
-$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.69M
3
+$9.33M
4
AMT icon
American Tower
AMT
+$8.74M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$6.69M

Top Sells

1
+$28.5M
2
+$25.4M
3
+$23.4M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$23.2M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$17.4M

Sector Composition

1 Technology 12.39%
2 Financials 4.84%
3 Consumer Discretionary 3.09%
4 Healthcare 2.81%
5 Industrials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.31M 0.48%
114,641
-209,203
52
$5.27M 0.48%
21,311
-98,307
53
$5.22M 0.47%
+188,119
54
$5.11M 0.46%
86,746
-21,049
55
$5M 0.45%
9,944
+2,254
56
$4.96M 0.45%
112,046
+26,247
57
$4.82M 0.44%
131,922
+31,913
58
$4.77M 0.43%
42,287
+9,980
59
$4.73M 0.43%
49,718
+4,585
60
$4.63M 0.42%
38,678
+7,828
61
$4.51M 0.41%
13,665
+4,029
62
$4.46M 0.4%
44,515
-147,968
63
$4.31M 0.39%
7,030
-839
64
$4.3M 0.39%
57,867
-1,330
65
$4.13M 0.37%
5,411
+1,338
66
$4.11M 0.37%
11,560
-4,231
67
$4.08M 0.37%
6,799
-2,847
68
$3.64M 0.33%
18,707
-2,253
69
$3.6M 0.33%
30,040
+5,130
70
$3.58M 0.32%
14,249
+5,391
71
$3.49M 0.32%
7,112
+3,327
72
$3.47M 0.31%
44,220
+3,969
73
$3.3M 0.3%
6,952
+2,273
74
$3.27M 0.3%
11,961
+5,934
75
$3.26M 0.3%
7,137
+3,206
1 2
3
4 5