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
$288M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.2M
3
+$9.9M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$9.78M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.23M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 5.2%
2 Technology 4.63%
3 Financials 2.29%
4 Healthcare 2.22%
5 Communication Services 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$228K 0.08%
+6,427
202
$226K 0.08%
+2,722
203
$225K 0.08%
+2,155
204
$225K 0.08%
+7,757
205
$224K 0.08%
+1,496
206
$221K 0.08%
+488
207
$221K 0.08%
+2,320
208
$218K 0.08%
+2,017
209
$218K 0.08%
+1,391
210
$218K 0.08%
+749
211
$216K 0.07%
+6,704
212
$213K 0.07%
+4,019
213
$213K 0.07%
+808
214
$213K 0.07%
+6,252
215
$212K 0.07%
+2,569
216
$210K 0.07%
+491
217
$209K 0.07%
+2,145
218
$206K 0.07%
+2,156
219
$203K 0.07%
+493
220
$201K 0.07%
+3,485
221
$201K 0.07%
+433
222
$154K 0.05%
+17,272
223
$75.6K 0.03%
+1,382
224
$55.7K 0.02%
+2,737
225
$9.31K ﹤0.01%
+2,459
5 6 7 8
9