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
$403M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$3.89M
3
+$3.61M
4
UTEN icon
US Treasury 10 Year Note ETF
UTEN
+$3.24M
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$2.66M

Top Sells

1
+$1.04M
2
+$1.03M
3
+$869K
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$800K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$749K

Sector Composition

1 Technology 6.07%
2 Consumer Discretionary 3.94%
3 Financials 2.9%
4 Healthcare 2.35%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$564K 0.14%
14,274
+3,785
152
$560K 0.14%
11,228
+5,302
153
$558K 0.14%
+16,705
154
$556K 0.14%
+2,807
155
$551K 0.14%
1,436
+505
156
$551K 0.14%
12,686
+2,800
157
$548K 0.14%
2,571
+56
158
$545K 0.14%
6,305
+65
159
$544K 0.13%
11,265
+5,684
160
$536K 0.13%
+883
161
$536K 0.13%
3,400
+1,390
162
$534K 0.13%
9,093
-678
163
$534K 0.13%
6,766
-555
164
$534K 0.13%
1,018
+244
165
$532K 0.13%
+18,194
166
$528K 0.13%
+2,551
167
$526K 0.13%
5,601
+269
168
$504K 0.13%
2,792
+1,048
169
$495K 0.12%
+771
170
$492K 0.12%
11,354
+1,341
171
$488K 0.12%
2,557
+99
172
$487K 0.12%
+8,221
173
$484K 0.12%
1,900
+129
174
$481K 0.12%
+5,650
175
$480K 0.12%
3,635
+980
5 6
7
8 9