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
$884M
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$8.42M
3
+$8.08M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$7.98M
5
BKAG icon
BNY Mellon Core Bond ETF
BKAG
+$7.07M

Top Sells

1
+$5.51M
2
+$3.05M
3
+$2.55M
4
AMT icon
American Tower
AMT
+$2.44M
5
AVGO icon
Broadcom
AVGO
+$2.38M

Sector Composition

1 Technology 6.69%
2 Consumer Discretionary 3.57%
3 Financials 3.19%
4 Healthcare 3.01%
5 Industrials 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.58M 0.18%
+50,993
127
$1.57M 0.18%
4,334
-177
128
$1.57M 0.18%
36,661
+26,199
129
$1.55M 0.18%
5,224
-210
130
$1.55M 0.18%
20,023
-273
131
$1.52M 0.17%
33,308
+724
132
$1.5M 0.17%
469
+18
133
$1.49M 0.17%
33,908
-274
134
$1.43M 0.16%
30,912
+626
135
$1.43M 0.16%
12,950
+9,982
136
$1.43M 0.16%
6,634
-478
137
$1.42M 0.16%
7,471
+1,624
138
$1.41M 0.16%
25,925
+6,987
139
$1.38M 0.16%
42,360
+3,686
140
$1.37M 0.16%
19,988
+9,955
141
$1.37M 0.16%
12,887
-3,777
142
$1.37M 0.15%
15,874
+4,464
143
$1.34M 0.15%
2,346
-281
144
$1.32M 0.15%
37,015
-878
145
$1.32M 0.15%
3,031
+56
146
$1.31M 0.15%
12,210
+1,653
147
$1.31M 0.15%
5,664
-10,271
148
$1.3M 0.15%
4,337
-5
149
$1.3M 0.15%
15,279
-2,187
150
$1.29M 0.15%
41,842
-8,132
4 5
6
7 8