SAW

Signal Advisors Wealth Portfolio holdings

AUM $1.46B
1-Year Est. Return 14.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
-$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.69M
3
+$9.33M
4
AMT icon
American Tower
AMT
+$8.74M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$6.69M

Top Sells

1
+$28.5M
2
+$25.4M
3
+$23.4M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$23.2M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$17.4M

Sector Composition

1 Technology 12.39%
2 Financials 4.84%
3 Consumer Discretionary 3.09%
4 Healthcare 2.81%
5 Industrials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$891K 0.08%
8,522
-115,638
177
$888K 0.08%
26,007
+15,360
178
$882K 0.08%
73,721
-43,961
179
$873K 0.08%
+5,613
180
$870K 0.08%
7,870
+2,259
181
$867K 0.08%
3,074
-3,226
182
$860K 0.08%
8,290
+5,027
183
$851K 0.08%
4,345
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184
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15,938
-246
185
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26,495
+12,279
186
$844K 0.08%
22,297
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187
$844K 0.08%
11,042
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188
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2,927
-2,566
189
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20,050
-127,276
190
$834K 0.08%
22,730
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191
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31,844
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192
$826K 0.07%
119,570
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193
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6,804
+2,046
194
$815K 0.07%
2,680
-5,049
195
$807K 0.07%
+14,960
196
$806K 0.07%
25,080
-15,854
197
$800K 0.07%
2,846
+998
198
$789K 0.07%
15,193
-2,596
199
$778K 0.07%
2,648
+644
200
$772K 0.07%
2,264
+158
6 7
8
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