SAW

Signal Advisors Wealth Portfolio holdings

AUM $1.46B
1-Year Est. Return 14.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
-$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.69M
3
+$9.33M
4
AMT icon
American Tower
AMT
+$8.74M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$6.69M

Top Sells

1
+$28.5M
2
+$25.4M
3
+$23.4M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$23.2M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$17.4M

Sector Composition

1 Technology 12.39%
2 Financials 4.84%
3 Consumer Discretionary 3.09%
4 Healthcare 2.81%
5 Industrials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.19M 0.11%
50,521
-36,717
152
$1.17M 0.11%
12,283
+4,266
153
$1.16M 0.11%
17,110
+7,289
154
$1.15M 0.1%
2,464
+1,100
155
$1.14M 0.1%
10,045
-4,576
156
$1.13M 0.1%
2,364
+1,020
157
$1.11M 0.1%
56,986
-70,032
158
$1.11M 0.1%
3,935
-2,473
159
$1.09M 0.1%
22,061
-18,136
160
$1.09M 0.1%
2,595
-2,744
161
$1.07M 0.1%
+42,735
162
$1.02M 0.09%
10,713
-3,864
163
$1.02M 0.09%
59,874
-1,695,566
164
$1.02M 0.09%
23,155
+9,247
165
$1.01M 0.09%
30,746
-17,491
166
$996K 0.09%
7,067
+2,718
167
$943K 0.09%
12,079
+4,656
168
$943K 0.09%
2,834
+1,016
169
$943K 0.09%
14,020
+10,030
170
$939K 0.09%
13,452
-296
171
$936K 0.08%
3,960
+2,147
172
$926K 0.08%
+44,223
173
$912K 0.08%
15,188
+1,498
174
$911K 0.08%
27,493
+9,733
175
$900K 0.08%
+14,801
5 6
7
8 9