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
$288M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.2M
3
+$9.9M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$9.78M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.23M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 5.2%
2 Technology 4.63%
3 Financials 2.29%
4 Healthcare 2.22%
5 Communication Services 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$367K 0.13%
+9,035
152
$361K 0.13%
+13,599
153
$361K 0.13%
+2,124
154
$359K 0.12%
+2,599
155
$353K 0.12%
+9,548
156
$345K 0.12%
+5,860
157
$344K 0.12%
+5,343
158
$344K 0.12%
+13,204
159
$341K 0.12%
+18,126
160
$334K 0.12%
+2,550
161
$333K 0.12%
+7,896
162
$328K 0.11%
+4,040
163
$323K 0.11%
+931
164
$314K 0.11%
+3,381
165
$311K 0.11%
+3,228
166
$307K 0.11%
+7,546
167
$304K 0.11%
+7,782
168
$300K 0.1%
+3,315
169
$300K 0.1%
+2,010
170
$299K 0.1%
+5,926
171
$298K 0.1%
+3,794
172
$296K 0.1%
+1,273
173
$292K 0.1%
+845
174
$291K 0.1%
+2,655
175
$281K 0.1%
+1,079
5 6
7
8 9