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SAW
Signal Advisors Wealth Portfolio holdings
AUM
$1.46B
1-Year Est. Return
14.11%
This Fund
S&P 500
This Quarter
Est. Return
+9.61%
1 Year Est. Return
+14.11%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$288M
AUM Growth
–
Cap. Flow
+$272M
Cap. Flow
% of AUM
94.45%
Top 10 Holdings %
Top 10 Hldgs %
27.08%
Holding
225
New
225
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Pacer Swan SOS Fund of Funds ETF
PSFF
|
+$13.8M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$9.52M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$9.18M |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$9.16M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$6.75M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 5.2% |
| 2 | Technology | 4.63% |
| 3 | Financials | 2.29% |
| 4 | Healthcare | 2.22% |
| 5 | Communication Services | 1.95% |
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Signal Advisors Wealth's Q4 2023 Portfolio in Review
Q4 2023 is the first quarter with a 13F filing on record for Signal Advisors Wealth, which disclosed 225 positions worth $288M. Its ten largest holdings account for 27% of the portfolio.
Its largest position is Pacer Swan SOS Fund of Funds ETF: 557,819 shares worth $14.4M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 5.2% of assets, followed by Technology and Financials.
- Signal Advisors Wealth's largest Q4 2023 buy was Pacer Swan SOS Fund of Funds ETF: 557,819 shares worth $14.4M.
- Signal Advisors Wealth's ten largest holdings make up 27% of its $288M portfolio in Q4 2023.
- Signal Advisors Wealth disclosed 225 positions in Q4 2023, its first 13F filing on record.
Based on Signal Advisors Wealth's 13F filing for Q4 2023, filed 13 Feb 2024.