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
$698M
AUM Growth
+$653M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$18.4M
3
+$15M
4
PSFF icon
Pacer Swan SOS Fund of Funds ETF
PSFF
+$15M
5
DIVB icon
iShares Core Dividend ETF
DIVB
+$14.9M

Top Sells

1
+$684K
2
+$503K
3
+$433K
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$352K
5
DUK icon
Duke Energy
DUK
+$276K

Sector Composition

1 Technology 7.29%
2 Consumer Discretionary 4.52%
3 Healthcare 3.93%
4 Industrials 3.54%
5 Financials 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$744K 0.11%
+9,362
202
$738K 0.11%
+9,458
203
$738K 0.11%
+7,280
204
$733K 0.11%
4,151
205
$725K 0.1%
+3,661
206
$712K 0.1%
+33,446
207
$702K 0.1%
+3,906
208
$699K 0.1%
+1,935
209
$698K 0.1%
+1,421
210
$685K 0.1%
+5,428
211
$682K 0.1%
+7,427
212
$679K 0.1%
+453
213
$674K 0.1%
+3,956
214
$670K 0.1%
+9,488
215
$668K 0.1%
+20,814
216
$665K 0.1%
+23,220
217
$662K 0.09%
+13,766
218
$652K 0.09%
+12,901
219
$648K 0.09%
+6,463
220
$639K 0.09%
+7,556
221
$633K 0.09%
+1,023
222
$629K 0.09%
+21,795
223
$626K 0.09%
+9,988
224
$623K 0.09%
+2,252
225
$604K 0.09%
+6,159
7 8
9
10 11