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
$698M
AUM Growth
+$653M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$18.4M
3
+$15M
4
PSFF icon
Pacer Swan SOS Fund of Funds ETF
PSFF
+$15M
5
DIVB icon
iShares Core Dividend ETF
DIVB
+$14.9M

Top Sells

1
+$684K
2
+$503K
3
+$433K
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$352K
5
DUK icon
Duke Energy
DUK
+$276K

Sector Composition

1 Technology 7.29%
2 Consumer Discretionary 4.52%
3 Healthcare 3.93%
4 Industrials 3.54%
5 Financials 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.72M 0.25%
+17,655
102
$1.72M 0.25%
+37,889
103
$1.71M 0.25%
+33,969
104
$1.63M 0.23%
+9,427
105
$1.6M 0.23%
+20,296
106
$1.59M 0.23%
+2,721
107
$1.58M 0.23%
+7,174
108
$1.57M 0.22%
+43,411
109
$1.57M 0.22%
+10,333
110
$1.56M 0.22%
+16,264
111
$1.55M 0.22%
+59,096
112
$1.53M 0.22%
+10,403
113
$1.53M 0.22%
+30,286
114
$1.52M 0.22%
49,974
+43,158
115
$1.47M 0.21%
+5,434
116
$1.47M 0.21%
+39,471
117
$1.46M 0.21%
+32,584
118
$1.46M 0.21%
+39,061
119
$1.46M 0.21%
+23,931
120
$1.46M 0.21%
+60,109
121
$1.44M 0.21%
+15,273
122
$1.42M 0.2%
+451
123
$1.39M 0.2%
+3,466
124
$1.38M 0.2%
+9,314
125
$1.38M 0.2%
+19,746
3 4
5
6 7