SAW

Signal Advisors Wealth Portfolio holdings

AUM $1.26B
1-Year Est. Return 14.54%
This Quarter Est. Return
1 Year Est. Return
+14.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$11.5M
3
+$10.5M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$9.19M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$7.3M

Top Sells

1
+$10.3M
2
+$9.75M
3
+$5.15M
4
DIVB icon
iShares Core Dividend ETF
DIVB
+$4.94M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.9M

Sector Composition

1 Technology 8.18%
2 Financials 3.65%
3 Consumer Discretionary 2.37%
4 Healthcare 2.04%
5 Industrials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.15M 0.17%
+95,176
127
$2.04M 0.16%
58,502
+46,029
128
$2.03M 0.16%
87,238
+40,441
129
$2.02M 0.16%
50,931
-18,837
130
$2.01M 0.16%
59,759
+12,245
131
$2M 0.16%
36,740
+3,919
132
$1.99M 0.16%
40,197
+3,116
133
$1.97M 0.15%
+20,471
134
$1.97M 0.15%
47,337
-78,395
135
$1.97M 0.15%
8,858
+3,792
136
$1.96M 0.15%
32,630
+10,681
137
$1.94M 0.15%
6,505
+2,642
138
$1.94M 0.15%
19,921
-14,500
139
$1.94M 0.15%
52,073
-2,604
140
$1.93M 0.15%
3,785
+1,320
141
$1.86M 0.15%
+6,408
142
$1.84M 0.14%
75,171
-156,094
143
$1.83M 0.14%
3,360
+1,560
144
$1.82M 0.14%
4,973
-2,796
145
$1.82M 0.14%
5,493
+3,666
146
$1.81M 0.14%
29,023
-4,042
147
$1.81M 0.14%
15,666
+1,768
148
$1.79M 0.14%
5,128
-1,026
149
$1.78M 0.14%
69,672
+61,159
150
$1.76M 0.14%
6,300
+4,431
4 5
6
7 8