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
$698M
AUM Growth
+$653M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$18.4M
3
+$15M
4
PSFF icon
Pacer Swan SOS Fund of Funds ETF
PSFF
+$15M
5
DIVB icon
iShares Core Dividend ETF
DIVB
+$14.9M

Top Sells

1
+$684K
2
+$503K
3
+$433K
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$352K
5
DUK icon
Duke Energy
DUK
+$276K

Sector Composition

1 Technology 7.29%
2 Consumer Discretionary 4.52%
3 Healthcare 3.93%
4 Industrials 3.54%
5 Financials 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.21M 0.17%
+18,697
152
$1.2M 0.17%
+55,129
153
$1.19M 0.17%
+37,497
154
$1.18M 0.17%
+17,912
155
$1.18M 0.17%
+8,670
156
$1.17M 0.17%
+17,466
157
$1.16M 0.17%
+2,975
158
$1.15M 0.17%
+37,893
159
$1.15M 0.17%
+3,070
160
$1.15M 0.16%
+2,410
161
$1.13M 0.16%
+10,033
162
$1.12M 0.16%
+4,359
163
$1.12M 0.16%
12,290
+5,452
164
$1.11M 0.16%
+4,194
165
$1.1M 0.16%
+18,981
166
$1.1M 0.16%
3,098
+2,435
167
$1.08M 0.16%
+8,452
168
$1.05M 0.15%
104,458
+62,083
169
$1.04M 0.15%
+13,261
170
$1.02M 0.15%
+10,592
171
$1.01M 0.14%
+10,326
172
$1M 0.14%
+18,938
173
$984K 0.14%
21,516
+14,603
174
$978K 0.14%
5,847
+4,502
175
$972K 0.14%
+1,658
5 6
7
8 9