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
$288M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.2M
3
+$9.9M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$9.78M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.23M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 5.2%
2 Technology 4.63%
3 Financials 2.29%
4 Healthcare 2.22%
5 Communication Services 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$605K 0.21%
+12,388
102
$603K 0.21%
+7,999
103
$602K 0.21%
+26,185
104
$599K 0.21%
+5,364
105
$594K 0.21%
+3,764
106
$592K 0.21%
+9,290
107
$589K 0.2%
+11,487
108
$581K 0.2%
+5,332
109
$551K 0.19%
+6,240
110
$550K 0.19%
+9,915
111
$540K 0.19%
+14,448
112
$525K 0.18%
+9,771
113
$520K 0.18%
+2,592
114
$515K 0.18%
+3,020
115
$511K 0.18%
+3,744
116
$503K 0.17%
+2,941
117
$499K 0.17%
+6,828
118
$498K 0.17%
+7,097
119
$490K 0.17%
+7,321
120
$488K 0.17%
+7,707
121
$481K 0.17%
+825
122
$475K 0.16%
+704
123
$468K 0.16%
+2,988
124
$467K 0.16%
+12,807
125
$461K 0.16%
+5,182
3 4
5
6 7