SAW

Signal Advisors Wealth Portfolio holdings

AUM $1.46B
1-Year Est. Return 14.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
-$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.69M
3
+$9.33M
4
AMT icon
American Tower
AMT
+$8.74M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$6.69M

Top Sells

1
+$28.5M
2
+$25.4M
3
+$23.4M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$23.2M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$17.4M

Sector Composition

1 Technology 12.39%
2 Financials 4.84%
3 Consumer Discretionary 3.09%
4 Healthcare 2.81%
5 Industrials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.26M 0.2%
7,008
+727
102
$2.24M 0.2%
15,097
-569
103
$2.23M 0.2%
16,909
+7,701
104
$2.21M 0.2%
+43,673
105
$2.15M 0.19%
4,429
+2,127
106
$2.15M 0.19%
53,402
+1,329
107
$2.14M 0.19%
13,257
-4,119
108
$2.14M 0.19%
28,293
+10,931
109
$2.11M 0.19%
32,050
-580
110
$2.1M 0.19%
43,898
-2,449
111
$2.1M 0.19%
58,192
-1,567
112
$2.08M 0.19%
6,429
+3,830
113
$1.98M 0.18%
10,622
-1,723
114
$1.95M 0.18%
5,270
+2,492
115
$1.89M 0.17%
3,917
+24
116
$1.87M 0.17%
5,725
-8,914
117
$1.86M 0.17%
9,010
+51
118
$1.83M 0.17%
8,909
+4,883
119
$1.82M 0.17%
3,746
+1,821
120
$1.79M 0.16%
48,084
+13,529
121
$1.78M 0.16%
12,234
-2,347
122
$1.78M 0.16%
67,045
+23,946
123
$1.76M 0.16%
20,072
+9,921
124
$1.74M 0.16%
2,330
+121
125
$1.7M 0.15%
62,228
-1,360
3 4
5
6 7