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
$403M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$3.89M
3
+$3.61M
4
UTEN icon
US Treasury 10 Year Note ETF
UTEN
+$3.24M
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$2.66M

Top Sells

1
+$1.04M
2
+$1.03M
3
+$869K
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$800K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$749K

Sector Composition

1 Technology 6.07%
2 Consumer Discretionary 3.94%
3 Financials 2.9%
4 Healthcare 2.35%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$672K 0.17%
8,909
-166
127
$667K 0.17%
10,973
+1,058
128
$665K 0.17%
7,242
+2,577
129
$664K 0.16%
5,488
+124
130
$662K 0.16%
+1,965
131
$653K 0.16%
5,184
+1,338
132
$647K 0.16%
8,944
+425
133
$641K 0.16%
8,595
-695
134
$638K 0.16%
+1,137
135
$622K 0.15%
+16,529
136
$612K 0.15%
+3,613
137
$610K 0.15%
2,901
+309
138
$609K 0.15%
+27,574
139
$607K 0.15%
1,527
-205
140
$605K 0.15%
+11,526
141
$597K 0.15%
13,922
-526
142
$597K 0.15%
+14,904
143
$596K 0.15%
5,387
+1,888
144
$595K 0.15%
1,235
+744
145
$586K 0.15%
+10,115
146
$581K 0.14%
7,632
+804
147
$578K 0.14%
11,392
-996
148
$577K 0.14%
7,164
+3,124
149
$573K 0.14%
7,178
-821
150
$566K 0.14%
6,311
+1,129
4 5
6
7 8