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
$403M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$3.89M
3
+$3.61M
4
UTEN icon
US Treasury 10 Year Note ETF
UTEN
+$3.24M
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$2.66M

Top Sells

1
+$1.04M
2
+$1.03M
3
+$869K
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$800K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$749K

Sector Composition

1 Technology 6.07%
2 Consumer Discretionary 3.94%
3 Financials 2.9%
4 Healthcare 2.35%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.35M 0.34%
32,434
+8,907
77
$1.35M 0.34%
6,575
+750
78
$1.29M 0.32%
5,639
+1,650
79
$1.22M 0.3%
29,062
+6,545
80
$1.22M 0.3%
6,614
+1,718
81
$1.19M 0.29%
+31,064
82
$1.18M 0.29%
1,615
+911
83
$1.15M 0.28%
4,113
+3,034
84
$1.14M 0.28%
6,729
+2,965
85
$1.11M 0.28%
9,663
-8,933
86
$1.05M 0.26%
3,031
+267
87
$1.04M 0.26%
18,128
+10,859
88
$1.02M 0.25%
23,609
+2,350
89
$1.01M 0.25%
14,791
-1,359
90
$1M 0.25%
110,790
+3,461
91
$983K 0.24%
74,016
+7,833
92
$979K 0.24%
21,906
-438
93
$950K 0.24%
7,583
+5,471
94
$936K 0.23%
8,120
+3,750
95
$923K 0.23%
29,551
+3,961
96
$922K 0.23%
4,500
+2,273
97
$910K 0.23%
13,410
+1,387
98
$905K 0.22%
17,485
-1,117
99
$904K 0.22%
39,691
+12,417
100
$902K 0.22%
11,662
+969
2 3
4
5 6