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
$288M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.2M
3
+$9.9M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$9.78M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.23M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 5.2%
2 Technology 4.63%
3 Financials 2.29%
4 Healthcare 2.22%
5 Communication Services 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$460K 0.16%
+4,370
127
$460K 0.16%
+2,227
128
$450K 0.16%
+2,515
129
$440K 0.15%
+19,588
130
$439K 0.15%
+4,392
131
$438K 0.15%
+3,846
132
$435K 0.15%
+9,886
133
$432K 0.15%
+4,018
134
$426K 0.15%
+4,665
135
$424K 0.15%
+8,298
136
$420K 0.15%
+10,489
137
$416K 0.14%
+3,762
138
$409K 0.14%
+2,929
139
$403K 0.14%
+10,013
140
$403K 0.14%
+7,269
141
$402K 0.14%
+2,458
142
$394K 0.14%
+1,771
143
$391K 0.14%
+3,500
144
$389K 0.13%
+3,028
145
$389K 0.13%
+5,947
146
$387K 0.13%
+24,942
147
$385K 0.13%
+3,499
148
$385K 0.13%
+17,690
149
$380K 0.13%
+1,462
150
$375K 0.13%
+774
4 5
6
7 8