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
1
$35.3M 4%
60,055
+25,737
2
$27.5M 3.11%
399,262
+94,681
3
$19.8M 2.24%
417,889
+104,979
4
$18.5M 2.09%
199,518
+44,570
5
$18.4M 2.08%
87,207
+9,808
6
$16.6M 1.88%
566,347
-104,119
7
$16.1M 1.82%
337,150
+103,754
8
$15.7M 1.78%
162,237
+70,914
9
$13.9M 1.57%
345,846
+198,209
10
$13.7M 1.55%
236,772
+35,390
11
$11.7M 1.32%
288,071
+37,792
12
$10.8M 1.22%
240,707
+98,149
13
$10.6M 1.2%
256,125
+170,894
14
$10.3M 1.16%
40,991
+2,794
15
$10M 1.13%
195,913
+158,023
16
$9.97M 1.13%
23,651
+3,898
17
$9.43M 1.07%
107,248
-9,397
18
$8.7M 0.98%
64,812
+23,867
19
$8.67M 0.98%
162,283
+157,647
20
$8.22M 0.93%
299,718
+174,534
21
$7.68M 0.87%
167,425
+45,753
22
$7.6M 0.86%
32,673
+22,509
23
$7.58M 0.86%
277,296
+28,110
24
$7.45M 0.84%
69,724
+35,598
25
$7.37M 0.83%
185,645
-10,531
1
2 3 4 5