SAW

Signal Advisors Wealth Portfolio holdings

AUM $1.46B
1-Year Est. Return 14.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
-$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.69M
3
+$9.33M
4
AMT icon
American Tower
AMT
+$8.74M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$6.69M

Top Sells

1
+$28.5M
2
+$25.4M
3
+$23.4M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$23.2M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$17.4M

Sector Composition

1 Technology 12.39%
2 Financials 4.84%
3 Consumer Discretionary 3.09%
4 Healthcare 2.81%
5 Industrials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.65M 0.15%
20,883
-855
127
$1.64M 0.15%
45,815
+7,076
128
$1.64M 0.15%
21,774
+2,015
129
$1.63M 0.15%
7,100
-3,722
130
$1.63M 0.15%
15,746
-21,443
131
$1.6M 0.15%
66,898
+10,623
132
$1.59M 0.14%
8,577
+2,199
133
$1.56M 0.14%
27,125
+10,770
134
$1.56M 0.14%
30,799
+3,629
135
$1.45M 0.13%
34,919
-20,490
136
$1.45M 0.13%
10,334
+2,843
137
$1.43M 0.13%
25,001
-133,714
138
$1.42M 0.13%
9,420
-9,770
139
$1.36M 0.12%
13,711
-47
140
$1.35M 0.12%
19,294
+2,887
141
$1.35M 0.12%
37,331
-21,171
142
$1.33M 0.12%
13,371
+705
143
$1.33M 0.12%
18,348
-410
144
$1.3M 0.12%
51,430
-777
145
$1.26M 0.11%
50,126
-380
146
$1.26M 0.11%
5,188
-1,157
147
$1.25M 0.11%
18,930
+3,807
148
$1.23M 0.11%
6,732
-551
149
$1.2M 0.11%
46,198
-171,120
150
$1.19M 0.11%
14,158
+594
4 5
6
7 8