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
$403M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$3.89M
3
+$3.61M
4
UTEN icon
US Treasury 10 Year Note ETF
UTEN
+$3.24M
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$2.66M

Top Sells

1
+$1.04M
2
+$1.03M
3
+$869K
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$800K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$749K

Sector Composition

1 Technology 6.07%
2 Consumer Discretionary 3.94%
3 Financials 2.9%
4 Healthcare 2.35%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$892K 0.22%
1,802
+1,305
102
$887K 0.22%
+24,716
103
$884K 0.22%
5,451
+994
104
$870K 0.22%
7,624
+5,469
105
$867K 0.22%
7,878
+600
106
$862K 0.21%
4,151
107
$856K 0.21%
11,527
+1,442
108
$837K 0.21%
16,487
+5,000
109
$832K 0.21%
+20,571
110
$824K 0.2%
16,480
-3,466
111
$816K 0.2%
+23,386
112
$809K 0.2%
8,856
-357
113
$804K 0.2%
+22,326
114
$792K 0.2%
22,465
+3,742
115
$788K 0.2%
1,013
+188
116
$762K 0.19%
7,554
+748
117
$731K 0.18%
5,374
-485
118
$722K 0.18%
4,124
+1,183
119
$719K 0.18%
4,866
+1,122
120
$711K 0.18%
4,493
+1,505
121
$709K 0.18%
+12,622
122
$695K 0.17%
+1,377
123
$689K 0.17%
24,675
+16,918
124
$688K 0.17%
10,481
+2,774
125
$680K 0.17%
11,033
+81
3 4
5
6 7