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
$403M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$3.89M
3
+$3.61M
4
UTEN icon
US Treasury 10 Year Note ETF
UTEN
+$3.24M
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$2.66M

Top Sells

1
+$1.04M
2
+$1.03M
3
+$869K
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$800K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$749K

Sector Composition

1 Technology 6.07%
2 Consumer Discretionary 3.94%
3 Financials 2.9%
4 Healthcare 2.35%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.3M 3.81%
567,915
+10,096
2
$14.3M 3.56%
32,309
+8,128
3
$12.6M 3.12%
24,020
+8,866
4
$12.2M 3.04%
198,914
+23,993
5
$10.3M 2.56%
19,627
-1,652
6
$8.09M 2.01%
166,828
+80,241
7
$7.57M 1.88%
21,981
+1,383
8
$6.41M 1.59%
38,981
+3,319
9
$6.14M 1.52%
139,475
+73,478
10
$6.05M 1.5%
104,556
+23,441
11
$5.82M 1.45%
149,818
+33,786
12
$5.78M 1.44%
126,824
+34,869
13
$5.7M 1.42%
77,941
-3,943
14
$5.39M 1.34%
31,446
+12,568
15
$5.36M 1.33%
12,732
+4,243
16
$5.18M 1.28%
57,583
+8,768
17
$5.14M 1.28%
122,436
+47,488
18
$4.61M 1.14%
126,407
+28,599
19
$4.36M 1.08%
125,052
+12,265
20
$4.33M 1.07%
74,566
+7,739
21
$4.33M 1.07%
103,123
+11,212
22
$4.32M 1.07%
86,045
+19,489
23
$4.2M 1.04%
113,558
+10,562
24
$4.13M 1.02%
86,985
-6,150
25
$4.04M 1%
150,279
+30,018
1
2 3 4 5