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
$288M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.2M
3
+$9.9M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$9.78M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.23M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 5.2%
2 Technology 4.63%
3 Financials 2.29%
4 Healthcare 2.22%
5 Communication Services 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.4M 5.01%
+557,819
2
$10.2M 3.52%
+21,279
3
$9.9M 3.43%
+24,181
4
$9.78M 3.39%
+174,921
5
$7.23M 2.51%
+15,154
6
$6.4M 2.22%
+20,598
7
$5.32M 1.84%
+81,884
8
$5.25M 1.82%
+35,662
9
$5.13M 1.78%
+20,635
10
$4.49M 1.56%
+81,115
11
$4.26M 1.48%
+86,587
12
$4.24M 1.47%
+116,032
13
$4.24M 1.47%
+91,955
14
$4.13M 1.43%
+48,815
15
$4.05M 1.41%
+40,990
16
$4.02M 1.4%
+93,135
17
$3.88M 1.35%
+66,827
18
$3.82M 1.32%
+112,787
19
$3.8M 1.32%
+38,396
20
$3.66M 1.27%
+91,911
21
$3.65M 1.27%
+102,996
22
$3.63M 1.26%
+18,878
23
$3.42M 1.19%
+97,808
24
$3.31M 1.15%
+63,446
25
$3.19M 1.11%
+8,489
1
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