SAW

Signal Advisors Wealth Portfolio holdings

AUM $1.46B
1-Year Est. Return 14.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
-$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.69M
3
+$9.33M
4
AMT icon
American Tower
AMT
+$8.74M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$6.69M

Top Sells

1
+$28.5M
2
+$25.4M
3
+$23.4M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$23.2M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$17.4M

Sector Composition

1 Technology 12.39%
2 Financials 4.84%
3 Consumer Discretionary 3.09%
4 Healthcare 2.81%
5 Industrials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$772K 0.07%
1,918
+132
202
$769K 0.07%
17,398
-21,397
203
$765K 0.07%
3,391
-4,466
204
$756K 0.07%
2,576
+1,141
205
$753K 0.07%
5,388
+2,035
206
$750K 0.07%
+26,992
207
$745K 0.07%
805
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208
$740K 0.07%
+1,979
209
$740K 0.07%
4,424
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210
$738K 0.07%
16,198
-822
211
$737K 0.07%
31,857
-3,765
212
$735K 0.07%
15,760
-223
213
$726K 0.07%
+17,427
214
$716K 0.06%
8,039
-1,378
215
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15,815
-40,363
216
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8,473
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217
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218
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3,006
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219
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25,649
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220
$691K 0.06%
13,491
-8,390
221
$678K 0.06%
13,392
+164
222
$678K 0.06%
2,253
+81
223
$677K 0.06%
17,577
-316
224
$677K 0.06%
31,675
+684
225
$674K 0.06%
+21,552
7 8
9
10 11