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
$288M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.2M
3
+$9.9M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$9.78M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.23M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 5.2%
2 Technology 4.63%
3 Financials 2.29%
4 Healthcare 2.22%
5 Communication Services 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$280K 0.1%
+947
177
$277K 0.1%
+2,514
178
$272K 0.09%
+5,907
179
$270K 0.09%
+3,223
180
$270K 0.09%
+5,581
181
$269K 0.09%
+3,830
182
$267K 0.09%
+10,828
183
$265K 0.09%
+2,640
184
$261K 0.09%
+497
185
$261K 0.09%
+4,085
186
$261K 0.09%
+5,696
187
$259K 0.09%
+1,821
188
$258K 0.09%
+13,219
189
$257K 0.09%
+1,744
190
$256K 0.09%
+825
191
$255K 0.09%
+979
192
$252K 0.09%
+2,125
193
$252K 0.09%
+9,204
194
$251K 0.09%
+2,965
195
$246K 0.09%
+2,112
196
$245K 0.08%
+2,863
197
$244K 0.08%
+2,190
198
$241K 0.08%
+523
199
$237K 0.08%
+3,897
200
$232K 0.08%
+3,304
5 6 7
8
9