SAW

Signal Advisors Wealth Portfolio holdings

AUM $1.26B
1-Year Est. Return 14.54%
This Quarter Est. Return
1 Year Est. Return
+14.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$11.5M
3
+$10.5M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$9.19M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$7.3M

Top Sells

1
+$10.3M
2
+$9.75M
3
+$5.15M
4
DIVB icon
iShares Core Dividend ETF
DIVB
+$4.94M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.9M

Sector Composition

1 Technology 8.18%
2 Financials 3.65%
3 Consumer Discretionary 2.37%
4 Healthcare 2.04%
5 Industrials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.81M 0.38%
15,791
+3,111
77
$4.74M 0.37%
10,816
+625
78
$4.74M 0.37%
+197,779
79
$4.67M 0.36%
9,586
+3,174
80
$4.47M 0.35%
7,869
-811
81
$4.46M 0.35%
33,072
+6,411
82
$4.36M 0.34%
59,197
-582
83
$4.29M 0.34%
45,960
+16,786
84
$4.27M 0.33%
101,161
+28,356
85
$4.24M 0.33%
45,133
-10,951
86
$4.19M 0.33%
6,745
-2,463
87
$4.18M 0.33%
187,822
+31,777
88
$4.08M 0.32%
14,639
+1,680
89
$3.83M 0.3%
20,960
+603
90
$3.83M 0.3%
37,189
+7,857
91
$3.74M 0.29%
7,690
+3,587
92
$3.67M 0.29%
151,305
-30,119
93
$3.48M 0.27%
32,307
+16,806
94
$3.47M 0.27%
85,799
+31,363
95
$3.45M 0.27%
74,588
-10,747
96
$3.38M 0.26%
100,009
+6,168
97
$3.35M 0.26%
30,850
-5,736
98
$3.34M 0.26%
24,910
+18,690
99
$3.29M 0.26%
60,422
+21,075
100
$3.26M 0.25%
40,251
+9,294
2 3
4
5 6