SAW

Signal Advisors Wealth Portfolio holdings

AUM $1.46B
1-Year Est. Return 14.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
-$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.69M
3
+$9.33M
4
AMT icon
American Tower
AMT
+$8.74M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$6.69M

Top Sells

1
+$28.5M
2
+$25.4M
3
+$23.4M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$23.2M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$17.4M

Sector Composition

1 Technology 12.39%
2 Financials 4.84%
3 Consumer Discretionary 3.09%
4 Healthcare 2.81%
5 Industrials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.23M 0.29%
6,744
-4,072
77
$3.21M 0.29%
112,015
+52,318
78
$3.17M 0.29%
55,773
+7,991
79
$3.16M 0.29%
12,821
+6,316
80
$3.16M 0.29%
115,603
-3,045
81
$3.13M 0.28%
214,089
+36,170
82
$3.08M 0.28%
20,021
+2,631
83
$3M 0.27%
6,697
+3,337
84
$2.98M 0.27%
68,605
-32,556
85
$2.97M 0.27%
51,930
-8,492
86
$2.92M 0.27%
62,599
-11,989
87
$2.87M 0.26%
28,489
+5,281
88
$2.83M 0.26%
80,588
+3,520
89
$2.73M 0.25%
46,124
+9,384
90
$2.68M 0.24%
31,818
+979
91
$2.67M 0.24%
22,110
-705
92
$2.53M 0.23%
37,311
-4,144
93
$2.5M 0.23%
25,557
+5,636
94
$2.49M 0.23%
46,281
-129,477
95
$2.47M 0.22%
7,161
+3,107
96
$2.35M 0.21%
6,778
+4,225
97
$2.31M 0.21%
5,700
+727
98
$2.28M 0.21%
48,491
-179
99
$2.26M 0.21%
43,343
-6,989
100
$2.26M 0.2%
3,971
-757
2 3
4
5 6