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
$403M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$3.89M
3
+$3.61M
4
UTEN icon
US Treasury 10 Year Note ETF
UTEN
+$3.24M
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$2.66M

Top Sells

1
+$1.04M
2
+$1.03M
3
+$869K
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$800K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$749K

Sector Composition

1 Technology 6.07%
2 Consumer Discretionary 3.94%
3 Financials 2.9%
4 Healthcare 2.35%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$476K 0.12%
6,739
+1,396
177
$471K 0.12%
10,961
+3,179
178
$470K 0.12%
5,125
+2,969
179
$462K 0.11%
7,553
+1,693
180
$460K 0.11%
9,078
-20,602
181
$459K 0.11%
+7,842
182
$447K 0.11%
3,654
+339
183
$441K 0.11%
+21,177
184
$433K 0.11%
2,312
+921
185
$432K 0.11%
2,366
-654
186
$423K 0.11%
7,489
-809
187
$423K 0.11%
2,843
-185
188
$422K 0.1%
+21,650
189
$421K 0.1%
758
+235
190
$418K 0.1%
9,746
+711
191
$411K 0.1%
11,317
-1,490
192
$409K 0.1%
+12,172
193
$407K 0.1%
1,441
-21
194
$405K 0.1%
+15,176
195
$403K 0.1%
4,266
+1,043
196
$402K 0.1%
3,599
-3,346
197
$397K 0.1%
3,490
+976
198
$392K 0.1%
2,646
+521
199
$384K 0.1%
+6,603
200
$379K 0.09%
+1,839
6 7
8
9 10