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
$884M
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$8.42M
3
+$8.08M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$7.98M
5
BKAG icon
BNY Mellon Core Bond ETF
BKAG
+$7.07M

Top Sells

1
+$5.51M
2
+$3.05M
3
+$2.55M
4
AMT icon
American Tower
AMT
+$2.44M
5
AVGO icon
Broadcom
AVGO
+$2.38M

Sector Composition

1 Technology 6.69%
2 Consumer Discretionary 3.57%
3 Financials 3.19%
4 Healthcare 3.01%
5 Industrials 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$823K 0.09%
4,006
+100
202
$821K 0.09%
2,409
+295
203
$816K 0.09%
11,614
-1,647
204
$816K 0.09%
14,712
-9,219
205
$814K 0.09%
16,190
+555
206
$812K 0.09%
10,862
+3,246
207
$805K 0.09%
+2,779
208
$793K 0.09%
15,899
-230
209
$770K 0.09%
+23,513
210
$767K 0.09%
9,828
+466
211
$765K 0.09%
14,699
-3,237
212
$760K 0.09%
2,105
+170
213
$754K 0.09%
11,015
+3,641
214
$749K 0.08%
2,547
+295
215
$740K 0.08%
2,163
+314
216
$733K 0.08%
1,392
+242
217
$726K 0.08%
14,991
+3,905
218
$725K 0.08%
2,134
+128
219
$719K 0.08%
4,151
220
$707K 0.08%
915
+14
221
$705K 0.08%
791
+419
222
$695K 0.08%
21,118
+304
223
$692K 0.08%
5,375
-53
224
$690K 0.08%
+16,541
225
$680K 0.08%
10,283
-2,368
7 8
9
10 11