SAW

Signal Advisors Wealth Portfolio holdings

AUM $1.26B
1-Year Est. Return 14.54%
This Quarter Est. Return
1 Year Est. Return
+14.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$11.5M
3
+$10.5M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$9.19M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$7.3M

Top Sells

1
+$10.3M
2
+$9.75M
3
+$5.15M
4
DIVB icon
iShares Core Dividend ETF
DIVB
+$4.94M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.9M

Sector Composition

1 Technology 8.18%
2 Financials 3.65%
3 Consumer Discretionary 2.37%
4 Healthcare 2.04%
5 Industrials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.76M 0.14%
+7,857
152
$1.75M 0.14%
8,959
+2,842
153
$1.71M 0.13%
21,738
+1,253
154
$1.66M 0.13%
+49,852
155
$1.65M 0.13%
3,931
+2,072
156
$1.64M 0.13%
38,795
-34,321
157
$1.64M 0.13%
14,621
-6,576
158
$1.63M 0.13%
+10,822
159
$1.63M 0.13%
59,697
+16,691
160
$1.61M 0.13%
+22,260
161
$1.58M 0.12%
+3,893
162
$1.55M 0.12%
+63,588
163
$1.53M 0.12%
+5,339
164
$1.52M 0.12%
48,237
+36,733
165
$1.52M 0.12%
+13,748
166
$1.5M 0.12%
29,029
-74,397
167
$1.49M 0.12%
+14,581
168
$1.49M 0.12%
6,027
-2,110
169
$1.48M 0.12%
33,980
+16,091
170
$1.47M 0.11%
+6,039
171
$1.47M 0.11%
2,209
+273
172
$1.46M 0.11%
+127,018
173
$1.4M 0.11%
+8,666
174
$1.38M 0.11%
+16,156
175
$1.37M 0.11%
14,577
+665
5 6
7
8 9