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
$698M
AUM Growth
+$653M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$18.4M
3
+$15M
4
PSFF icon
Pacer Swan SOS Fund of Funds ETF
PSFF
+$15M
5
DIVB icon
iShares Core Dividend ETF
DIVB
+$14.9M

Top Sells

1
+$684K
2
+$503K
3
+$433K
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$352K
5
DUK icon
Duke Energy
DUK
+$276K

Sector Composition

1 Technology 7.29%
2 Consumer Discretionary 4.52%
3 Healthcare 3.93%
4 Industrials 3.54%
5 Financials 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$964K 0.14%
+11,865
177
$960K 0.14%
+17,936
178
$953K 0.14%
+46,376
179
$946K 0.14%
+15,377
180
$944K 0.14%
+7,515
181
$932K 0.13%
20,605
+15,125
182
$932K 0.13%
+1,052
183
$920K 0.13%
+12,805
184
$919K 0.13%
+12,651
185
$915K 0.13%
+6,755
186
$905K 0.13%
+5,874
187
$889K 0.13%
+12,040
188
$882K 0.13%
83,516
+43,921
189
$880K 0.13%
4,239
+1,739
190
$871K 0.12%
+37,160
191
$859K 0.12%
40,307
+20,533
192
$826K 0.12%
+7,469
193
$822K 0.12%
+15,635
194
$807K 0.12%
16,129
+10,047
195
$798K 0.11%
901
+573
196
$797K 0.11%
20,432
+8,691
197
$796K 0.11%
+2,114
198
$766K 0.11%
+2,006
199
$761K 0.11%
+12,590
200
$748K 0.11%
32,985
+17,967
6 7
8
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