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
$288M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.2M
3
+$9.9M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$9.78M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.23M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 5.2%
2 Technology 4.63%
3 Financials 2.29%
4 Healthcare 2.22%
5 Communication Services 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$906K 0.31%
+18,602
77
$885K 0.31%
+9,213
78
$875K 0.3%
+4,896
79
$851K 0.3%
+3,989
80
$847K 0.29%
+22,517
81
$827K 0.29%
+10,693
82
$807K 0.28%
+66,183
83
$781K 0.27%
+12,023
84
$715K 0.25%
+13,536
85
$710K 0.25%
+10,085
86
$701K 0.24%
+25,590
87
$693K 0.24%
+9,075
88
$691K 0.24%
+4,151
89
$683K 0.24%
+3,899
90
$682K 0.24%
+6,806
91
$664K 0.23%
+6,945
92
$654K 0.23%
+1,732
93
$653K 0.23%
+4,457
94
$646K 0.22%
+7,278
95
$637K 0.22%
+18,723
96
$635K 0.22%
+8,519
97
$632K 0.22%
+7,785
98
$628K 0.22%
+27,274
99
$616K 0.21%
+10,952
100
$612K 0.21%
+5,859
2 3
4
5 6