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
$698M
AUM Growth
+$653M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$18.4M
3
+$15M
4
PSFF icon
Pacer Swan SOS Fund of Funds ETF
PSFF
+$15M
5
DIVB icon
iShares Core Dividend ETF
DIVB
+$14.9M

Top Sells

1
+$684K
2
+$503K
3
+$433K
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$352K
5
DUK icon
Duke Energy
DUK
+$276K

Sector Composition

1 Technology 7.29%
2 Consumer Discretionary 4.52%
3 Healthcare 3.93%
4 Industrials 3.54%
5 Financials 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.36M 0.19%
+11,410
127
$1.36M 0.19%
+34,182
128
$1.35M 0.19%
+15,404
129
$1.34M 0.19%
+16,664
130
$1.33M 0.19%
+10,692
131
$1.31M 0.19%
+37,519
132
$1.31M 0.19%
+12,615
133
$1.3M 0.19%
+2,627
134
$1.28M 0.18%
+7,112
135
$1.28M 0.18%
+10,127
136
$1.27M 0.18%
+13,554
137
$1.26M 0.18%
5,196
+3,325
138
$1.26M 0.18%
+16,771
139
$1.25M 0.18%
+13,182
140
$1.24M 0.18%
+2,976
141
$1.24M 0.18%
10,557
+8,378
142
$1.24M 0.18%
+12,893
143
$1.23M 0.18%
+15,120
144
$1.23M 0.18%
+38,674
145
$1.23M 0.18%
+2,431
146
$1.23M 0.18%
+7,352
147
$1.23M 0.18%
+7,209
148
$1.22M 0.18%
+7,549
149
$1.22M 0.18%
+27,385
150
$1.22M 0.17%
+27,402
4 5
6
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