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
$403M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$3.89M
3
+$3.61M
4
UTEN icon
US Treasury 10 Year Note ETF
UTEN
+$3.24M
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$2.66M

Top Sells

1
+$1.04M
2
+$1.03M
3
+$869K
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$800K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$749K

Sector Composition

1 Technology 6.07%
2 Consumer Discretionary 3.94%
3 Financials 2.9%
4 Healthcare 2.35%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$378K 0.09%
2,559
-40
202
$378K 0.09%
11,041
+4,337
203
$377K 0.09%
3,322
+1,177
204
$370K 0.09%
4,345
-3,440
205
$369K 0.09%
5,214
-733
206
$365K 0.09%
3,934
+1,071
207
$365K 0.09%
6,393
+2,374
208
$363K 0.09%
+3,378
209
$363K 0.09%
4,764
+934
210
$362K 0.09%
1,464
-2,779
211
$361K 0.09%
+8,592
212
$357K 0.09%
13,912
+708
213
$349K 0.09%
3,794
+413
214
$348K 0.09%
1,392
+119
215
$344K 0.09%
2,619
+69
216
$337K 0.08%
7,573
+27
217
$334K 0.08%
11,956
-1,643
218
$332K 0.08%
+1,825
219
$331K 0.08%
3,077
-941
220
$330K 0.08%
5,167
+1,270
221
$330K 0.08%
+6,588
222
$329K 0.08%
+773
223
$326K 0.08%
+6,811
224
$326K 0.08%
+6,498
225
$325K 0.08%
8,819
-729
7 8
9
10 11