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
$884M
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$8.42M
3
+$8.08M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$7.98M
5
BKAG icon
BNY Mellon Core Bond ETF
BKAG
+$7.07M

Top Sells

1
+$5.51M
2
+$3.05M
3
+$2.55M
4
AMT icon
American Tower
AMT
+$2.44M
5
AVGO icon
Broadcom
AVGO
+$2.38M

Sector Composition

1 Technology 6.69%
2 Consumer Discretionary 3.57%
3 Financials 3.19%
4 Healthcare 3.01%
5 Industrials 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.07M 0.12%
6,987
-222
177
$1.07M 0.12%
12,032
-258
178
$1.06M 0.12%
13,353
+1,488
179
$1.05M 0.12%
1,141
+89
180
$1.03M 0.12%
4,164
-4,462
181
$1.02M 0.12%
16,960
+189
182
$1.01M 0.11%
6,304
-4,029
183
$997K 0.11%
21,422
-94
184
$991K 0.11%
17,081
+4,491
185
$979K 0.11%
7,673
-779
186
$975K 0.11%
2,414
-17
187
$967K 0.11%
97,711
+14,195
188
$942K 0.11%
19,713
+732
189
$933K 0.11%
7,251
-264
190
$920K 0.1%
19,136
+8,327
191
$898K 0.1%
4,449
+210
192
$897K 0.1%
7,515
+163
193
$892K 0.1%
100,422
-4,036
194
$889K 0.1%
20,694
+89
195
$888K 0.1%
38,622
+1,462
196
$874K 0.1%
+44,764
197
$865K 0.1%
74,158
+27,782
198
$853K 0.1%
+21,257
199
$836K 0.09%
7,594
+125
200
$832K 0.09%
1,594
+173
6 7
8
9 10