SAW

Signal Advisors Wealth Portfolio holdings

AUM $1.26B
1-Year Est. Return 14.54%
This Quarter Est. Return
1 Year Est. Return
+14.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$11.5M
3
+$10.5M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$9.19M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$7.3M

Top Sells

1
+$10.3M
2
+$9.75M
3
+$5.15M
4
DIVB icon
iShares Core Dividend ETF
DIVB
+$4.94M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.9M

Sector Composition

1 Technology 8.18%
2 Financials 3.65%
3 Consumer Discretionary 2.37%
4 Healthcare 2.04%
5 Industrials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.36M 0.11%
41,644
+4,186
177
$1.35M 0.11%
19,759
-189
178
$1.35M 0.11%
50,934
+31,382
179
$1.35M 0.11%
+29,158
180
$1.32M 0.1%
+49,391
181
$1.3M 0.1%
27,170
-310
182
$1.3M 0.1%
38,739
+9,590
183
$1.29M 0.1%
56,275
+12,384
184
$1.28M 0.1%
52,207
+19,281
185
$1.28M 0.1%
+40,934
186
$1.28M 0.1%
18,758
+22
187
$1.28M 0.1%
117,682
+17,776
188
$1.27M 0.1%
36,087
+29,458
189
$1.26M 0.1%
4,054
-7,354
190
$1.25M 0.1%
13,758
+310
191
$1.22M 0.1%
1,236
-508
192
$1.22M 0.1%
50,506
-38
193
$1.21M 0.09%
17,362
+8,949
194
$1.2M 0.09%
50,520
+39,210
195
$1.2M 0.09%
41,299
+21,834
196
$1.19M 0.09%
34,555
+7,342
197
$1.19M 0.09%
12,666
+5,941
198
$1.13M 0.09%
6,345
+611
199
$1.12M 0.09%
+21,881
200
$1.1M 0.09%
4,823
-1,558
6 7
8
9 10