SAW

Signal Advisors Wealth Portfolio holdings

AUM $1.26B
1-Year Est. Return 14.54%
This Quarter Est. Return
1 Year Est. Return
+14.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$11.5M
3
+$10.5M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$9.19M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$7.3M

Top Sells

1
+$10.3M
2
+$9.75M
3
+$5.15M
4
DIVB icon
iShares Core Dividend ETF
DIVB
+$4.94M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.9M

Sector Composition

1 Technology 8.18%
2 Financials 3.65%
3 Consumer Discretionary 2.37%
4 Healthcare 2.04%
5 Industrials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.17M 0.25%
4,073
+3,166
102
$3.14M 0.25%
118,648
-114,166
103
$3.08M 0.24%
53,284
+24,800
104
$2.77M 0.22%
17,390
-1,678
105
$2.68M 0.21%
47,782
+6,430
106
$2.67M 0.21%
19,190
+2,729
107
$2.66M 0.21%
4,728
+2,989
108
$2.66M 0.21%
9,636
+4,371
109
$2.63M 0.21%
41,455
-2,648
110
$2.56M 0.2%
30,839
+241
111
$2.54M 0.2%
6,281
+2,696
112
$2.52M 0.2%
50,332
+2,464
113
$2.51M 0.2%
22,815
-528
114
$2.51M 0.2%
177,919
+75,558
115
$2.47M 0.19%
17,376
+15,408
116
$2.45M 0.19%
77,068
+67,606
117
$2.43M 0.19%
61,812
+8,751
118
$2.39M 0.19%
56,178
-98,631
119
$2.34M 0.18%
23,208
+9,290
120
$2.3M 0.18%
55,409
+35,401
121
$2.27M 0.18%
+46,347
122
$2.26M 0.18%
7,729
-561
123
$2.26M 0.18%
48,670
+61
124
$2.2M 0.17%
4,679
+1,421
125
$2.18M 0.17%
12,345
+1,778
3 4
5
6 7