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
$884M
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$8.42M
3
+$8.08M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$7.98M
5
BKAG icon
BNY Mellon Core Bond ETF
BKAG
+$7.07M

Top Sells

1
+$5.51M
2
+$3.05M
3
+$2.55M
4
AMT icon
American Tower
AMT
+$2.44M
5
AVGO icon
Broadcom
AVGO
+$2.38M

Sector Composition

1 Technology 6.69%
2 Consumer Discretionary 3.57%
3 Financials 3.19%
4 Healthcare 3.01%
5 Industrials 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.27M 0.14%
2,976
152
$1.26M 0.14%
11,901
-3,372
153
$1.26M 0.14%
2,112
-1,354
154
$1.25M 0.14%
18,968
-778
155
$1.25M 0.14%
9,530
-1,162
156
$1.24M 0.14%
50,899
-25,935
157
$1.23M 0.14%
12,684
-498
158
$1.22M 0.14%
12,671
-222
159
$1.22M 0.14%
53,830
-18,848
160
$1.21M 0.14%
3,064
-6
161
$1.21M 0.14%
23,118
-7,916
162
$1.18M 0.13%
17,708
-204
163
$1.18M 0.13%
6,247
+2,053
164
$1.18M 0.13%
16,256
+1,136
165
$1.18M 0.13%
3,345
+247
166
$1.16M 0.13%
16,812
+8,142
167
$1.15M 0.13%
7,969
+420
168
$1.12M 0.13%
8,351
-963
169
$1.12M 0.13%
2,669
+259
170
$1.11M 0.13%
1,780
+122
171
$1.1M 0.12%
18,730
+33
172
$1.1M 0.12%
5,596
+1,935
173
$1.08M 0.12%
4,893
+534
174
$1.08M 0.12%
13,764
+210
175
$1.07M 0.12%
12,744
+129
5 6
7
8 9