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
$884M
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$8.42M
3
+$8.08M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$7.98M
5
BKAG icon
BNY Mellon Core Bond ETF
BKAG
+$7.07M

Top Sells

1
+$5.51M
2
+$3.05M
3
+$2.55M
4
AMT icon
American Tower
AMT
+$2.44M
5
AVGO icon
Broadcom
AVGO
+$2.38M

Sector Composition

1 Technology 6.69%
2 Consumer Discretionary 3.57%
3 Financials 3.19%
4 Healthcare 3.01%
5 Industrials 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.1M 0.35%
54,055
+15,993
77
$3.06M 0.35%
30,146
-17,038
78
$3.06M 0.35%
75,428
+17,071
79
$3.06M 0.35%
70,660
-1,889
80
$3.02M 0.34%
5,816
+1,719
81
$3M 0.34%
15,837
+2,092
82
$2.96M 0.33%
+106,717
83
$2.94M 0.33%
7,556
+2,153
84
$2.87M 0.33%
118,391
+58,282
85
$2.85M 0.32%
+110,379
86
$2.85M 0.32%
11,889
+3,534
87
$2.76M 0.31%
16,839
+7,412
88
$2.74M 0.31%
54,485
+20,516
89
$2.72M 0.31%
31,730
+16,326
90
$2.68M 0.3%
83,739
-13,017
91
$2.65M 0.3%
4,995
+1,886
92
$2.63M 0.3%
52,302
+13,703
93
$2.6M 0.29%
32,417
-2,120
94
$2.59M 0.29%
70,115
+31,054
95
$2.57M 0.29%
21,553
-2,700
96
$2.55M 0.29%
8,784
+244
97
$2.52M 0.29%
10,425
+5,229
98
$2.5M 0.28%
52,620
+53
99
$2.48M 0.28%
97,812
+85,810
100
$2.46M 0.28%
46,945
-16,185
2 3
4
5 6