SAW
Signal Advisors Wealth Portfolio holdings
AUM $1.02B
AUM
$1.02B
AUM Growth
+$139M (+16%)
Cap. Flow
+$169M
Cap. Flow % of AUM
16.57%
Top 10 Holdings %Top 10 Hldgs %
25.2%
Holding
470
New
46
Increased
209
Reduced
166
Closed
40
Top Buys
| 1 | $14.4M | |
| 2 | $9.76M | |
| 3 | $9.7M | |
| 4 | $9.13M | |
| 5 | $8.95M |
Top Sells
| 1 | $5.43M | |
| 2 | $3.78M | |
| 3 | $3.47M | |
| 4 | $3.34M | |
| 5 | $2.87M |
Sector Composition
| 1 | Technology | 5.94% |
| 2 | Financials | 3.29% |
| 3 | Consumer Discretionary | 2.97% |
| 4 | Healthcare | 2.91% |
| 5 | Industrials | 2.51% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $891K | 0.09% | 1,800 +206 | +13% | +$102K | |||
| $881K | 0.09% | 5,265 -399 | -7% | -$66.8K | |||
| $869K | 0.09% | 2,465 +302 | +14% | +$106K | |||
| $860K | 0.08% | 13,421 +8,774 | +189% | +$562K | |||
| $849K | 0.08% | 27,213 +6,095 | +29% | +$190K | |||
| $845K | 0.08% | 16,549 +359 | +2% | +$18.3K | |||
| $844K | 0.08% | 25,392 +1,879 | +8% | +$62.5K | |||
| $833K | 0.08% | 2,238 +133 | +6% | +$49.5K | |||
| $824K | 0.08% | 18,120 -3,302 | -15% | -$150K | |||
| $823K | 0.08% | 20,008 +3,467 | +21% | +$143K | |||
| $814K | 0.08% | 1,859 | New | +$814K | |||
| $814K | 0.08% | 5,427 -1,560 | -22% | -$234K | |||
| $813K | 0.08% | 13,694 -3,387 | -20% | -$201K | |||
| $812K | 0.08% | 10,730 -884 | -8% | -$66.9K | |||
| $800K | 0.08% | 14,723 -556 | -4% | -$30.2K | |||
| $796K | 0.08% | 32,926 +5,316 | +19% | +$128K | |||
| $793K | 0.08% | 5,648 -656 | -10% | -$92.1K | |||
| $792K | 0.08% | 18,899 -17,762 | -48% | -$745K | |||
| $788K | 0.08% | 34,295 -4,327 | -11% | -$99.5K | |||
| $779K | 0.08% | 6,042 -1,631 | -21% | -$210K | |||
| $776K | 0.08% | 19,823 -1,434 | -7% | -$56.1K | |||
| $765K | 0.07% | 24,407 -17,435 | -42% | -$547K | |||
| $751K | 0.07% | 943 | New | +$751K | |||
| $749K | 0.07% | 907 -8 | -0.9% | -$6.61K | |||
| $732K | 0.07% | 13,279 -1,433 | -10% | -$78.9K |
