SAW

Signal Advisors Wealth Portfolio holdings

AUM $1.26B
1-Year Est. Return 14.54%
This Quarter Est. Return
1 Year Est. Return
+14.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$11.5M
3
+$10.5M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$9.19M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$7.3M

Top Sells

1
+$10.3M
2
+$9.75M
3
+$5.15M
4
DIVB icon
iShares Core Dividend ETF
DIVB
+$4.94M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.9M

Sector Composition

1 Technology 8.18%
2 Financials 3.65%
3 Consumer Discretionary 2.37%
4 Healthcare 2.04%
5 Industrials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.1M 0.09%
2,778
+540
202
$1.09M 0.09%
+43,099
203
$1.09M 0.09%
37,164
+21,912
204
$1.09M 0.09%
16,407
+2,986
205
$1.09M 0.08%
13,564
+7,693
206
$1.03M 0.08%
+12,253
207
$1.02M 0.08%
6,937
-15,752
208
$1.02M 0.08%
5,605
+1,662
209
$1.01M 0.08%
1,925
+1,095
210
$1.01M 0.08%
2,599
+1,610
211
$992K 0.08%
7,283
-15,797
212
$989K 0.08%
7,491
+2,064
213
$974K 0.08%
6,378
-2,153
214
$972K 0.08%
28,956
+3,564
215
$971K 0.08%
9,208
+6,082
216
$943K 0.07%
+16,676
217
$933K 0.07%
2,302
+1,005
218
$924K 0.07%
6,456
-4,469
219
$917K 0.07%
5,293
-355
220
$913K 0.07%
+7,735
221
$910K 0.07%
92,927
-402
222
$897K 0.07%
4,026
+2,258
223
$890K 0.07%
4,795
+3,062
224
$887K 0.07%
15,123
+8,969
225
$877K 0.07%
2,553
+535
7 8
9
10 11