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
$698M
AUM Growth
+$653M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$18.4M
3
+$15M
4
PSFF icon
Pacer Swan SOS Fund of Funds ETF
PSFF
+$15M
5
DIVB icon
iShares Core Dividend ETF
DIVB
+$14.9M

Top Sells

1
+$684K
2
+$503K
3
+$433K
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$352K
5
DUK icon
Duke Energy
DUK
+$276K

Sector Composition

1 Technology 7.29%
2 Consumer Discretionary 4.52%
3 Healthcare 3.93%
4 Industrials 3.54%
5 Financials 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.3M 0.33%
+28,459
77
$2.29M 0.33%
+10,164
78
$2.28M 0.33%
+13,745
79
$2.28M 0.33%
+4,097
80
$2.23M 0.32%
+62,402
81
$2.22M 0.32%
6,156
-1,900
82
$2.19M 0.31%
+5,403
83
$2.12M 0.3%
+8,355
84
$2.12M 0.3%
+12,139
85
$2.11M 0.3%
+44,729
86
$2.1M 0.3%
+38,599
87
$2.09M 0.3%
+15,299
88
$2M 0.29%
+37,890
89
$1.99M 0.29%
+38,062
90
$1.95M 0.28%
76,834
+38,860
91
$1.95M 0.28%
+38,793
92
$1.93M 0.28%
+3,727
93
$1.87M 0.27%
+3,109
94
$1.81M 0.26%
+39,174
95
$1.78M 0.26%
+31,034
96
$1.76M 0.25%
+4,342
97
$1.76M 0.25%
+4,511
98
$1.76M 0.25%
+21,223
99
$1.74M 0.25%
+8,695
100
$1.73M 0.25%
+72,678
2 3
4
5 6