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
$884M
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$8.42M
3
+$8.08M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$7.98M
5
BKAG icon
BNY Mellon Core Bond ETF
BKAG
+$7.07M

Top Sells

1
+$5.51M
2
+$3.05M
3
+$2.55M
4
AMT icon
American Tower
AMT
+$2.44M
5
AVGO icon
Broadcom
AVGO
+$2.38M

Sector Composition

1 Technology 6.69%
2 Consumer Discretionary 3.57%
3 Financials 3.19%
4 Healthcare 3.01%
5 Industrials 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.45M 0.28%
60,185
+32,800
102
$2.34M 0.26%
3,990
-274
103
$2.28M 0.26%
6,159
+3
104
$2.28M 0.26%
50,379
+5,650
105
$2.26M 0.26%
23,321
-8,147
106
$2.13M 0.24%
65,948
+28,451
107
$2.13M 0.24%
14,677
+4,274
108
$2.09M 0.24%
23,924
-14,568
109
$2.05M 0.23%
102,168
+47,039
110
$1.98M 0.22%
+36,215
111
$1.96M 0.22%
4,316
-789
112
$1.88M 0.21%
4,224
+497
113
$1.87M 0.21%
36,418
-28,602
114
$1.84M 0.21%
7,815
+641
115
$1.84M 0.21%
10,851
-1,288
116
$1.82M 0.21%
16,276
+12
117
$1.8M 0.2%
36,696
-2,097
118
$1.79M 0.2%
17,744
+10,464
119
$1.74M 0.2%
13,500
-1,799
120
$1.73M 0.2%
9,039
-3,874
121
$1.72M 0.19%
22,773
-16,698
122
$1.71M 0.19%
20,320
+9,728
123
$1.64M 0.19%
2,733
+12
124
$1.63M 0.18%
29,395
+14,018
125
$1.61M 0.18%
17,606
-49
3 4
5
6 7