Asset Manager
← All Institutions
Signal Advisors Wealth, LLC
1555 BROADWAY, DETROIT, MI 48226 • 8667744625
Market Value
$1.9B
+31.1%
Holdings
670
+68
New Purchases
105
Added To
341
Closed
46
Reduced
167
Top 10 Concentration
28.0%
Turnover
22.5%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| SPYM | 6.35% | 5.28% | +1.07% | $121M |
| AVGO | 1.23% | 0.49% | +0.73% | $23M |
| AMD | 1.07% | 0.46% | +0.61% | $20M |
| VEA | 4.24% | 3.80% | +0.45% | $81M |
| VB | 1.60% | 1.17% | +0.43% | $31M |
| GOOGL | 1.45% | 1.13% | +0.32% | $28M |
| AAPL | 2.81% | 2.62% | +0.19% | $54M |
| UPSD | 0.96% | 0.78% | +0.19% | $18M |
| SPY | 1.85% | 1.67% | +0.18% | $35M |
| CRWD | 0.45% | 0.28% | +0.18% | $9M |
| LLY | 0.70% | 0.54% | +0.16% | $13M |
| VXUS | 0.40% | 0.24% | +0.16% | $8M |
| INTC | 0.16% | 0.00% | +0.16% | $3M |
| FTEC | 0.18% | 0.03% | +0.15% | $3M |
| RSP | 1.35% | 1.20% | +0.15% | $26M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| NVDA | 0.00% | 2.30% | -2.30% | $0 |
| XLV | 0.09% | 0.47% | -0.38% | $2M |
| BR | 0.13% | 0.45% | -0.32% | $3M |
| VRIG | 0.00% | 0.28% | -0.28% | $0 |
| FANG | 0.45% | 0.73% | -0.27% | $9M |
| MU | 0.00% | 0.27% | -0.27% | $0 |
| ACN | 0.00% | 0.26% | -0.26% | $0 |
| AGG | 0.10% | 0.36% | -0.26% | $2M |
| BIL | 0.47% | 0.71% | -0.24% | $9M |
| GTO | 0.05% | 0.27% | -0.23% | $915K |
| WMT | 0.55% | 0.78% | -0.22% | $11M |
| PSFF | 1.05% | 1.27% | -0.22% | $20M |
| SPDW | 0.80% | 0.96% | -0.17% | $15M |
| FISR | 0.10% | 0.26% | -0.16% | $2M |
| XLF | 0.03% | 0.18% | -0.15% | $583K |
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 70.7% |
| Technology | 12.1% |
| Industrials | 3.0% |
| Consumer Cyclical | 2.9% |
| Healthcare | 2.9% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 75 | $595M | 31.2% |
| Large Cap | 330 | $738M | 38.7% |
| Mid Cap | 98 | $214M | 11.2% |
| Small Cap | 104 | $241M | 12.6% |
| Micro Cap | 63 | $118M | 6.2% |
Portfolio Analytics
Avg Market Cap
$128.8B
Median Market Cap
$17.8B
Avg P/E
29.7
Median P/E
21.1
Avg Dividend Yield
0.02%
Avg Beta
0.90
# Stocks
240
# ETFs / Funds
430
Top Holdings (670 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | 6.35% | 1,378,359 | $121M | $87.88 | $44M | +375,025 | +37.4% | |
| 2 | VEA | 4.24% | 1,136,261 | $81M | $71.25 | $26M | +274,541 | +31.9% | |
| 3 | ACIO | 3.51% | 1,453,023 | $67M | $46.14 | $17M | +251,452 | +20.9% | |
| 4 | AAPL | 2.81% | 185,414 | $54M | $289.36 | $16M | +35,385 | +23.6% | |
| 5 | BKAG | 2.34% | 1,062,469 | $45M | $41.95 | $10M | +234,982 | +28.4% | |
| 6 | DRSK | 1.96% | 1,302,546 | $37M | $28.75 | $8M | +224,962 | +20.9% | |
| 7 | MSFT | 1.88% | 96,129 | $36M | $373.02 | $10M | +25,221 | +35.6% | |
| 8 | SPY | 1.85% | 47,193 | $35M | $746.77 | $11M | +9,842 | +26.4% | |
| 9 | VB | 1.60% | 100,858 | $31M | $303.12 | $13M | +35,603 | +54.6% | |
| 10 | GOOGL | 1.45% | 77,154 | $28M | $357.37 | $11M | +20,228 | +35.5% | |
| 11 | VWO | 1.36% | 433,722 | $26M | $59.69 | $7M | +84,539 | +24.2% | |
| 12 | RSP | 1.35% | 121,187 | $26M | $212.77 | $8M | +30,052 | +33.0% | |
| 13 | AMZN | 1.35% | 107,757 | $26M | $238.34 | $8M | +22,500 | +26.4% | |
| 14 | AVGO | 1.23% | 61,868 | $23M | $377.75 | $16M | +38,664 | +166.6% | |
| 15 | ADME | 1.11% | 379,720 | $21M | $55.65 | $6M | +70,985 | +23.0% | |
| 16 | JUCY | 1.11% | 959,804 | $21M | $21.98 | $4M | +206,300 | +27.4% | |
| 17 | AMD | 1.07% | 35,094 | $20M | $580.91 | $14M | +2,511 | +7.7% | |
| 18 | PSFF | 1.05% | 585,265 | $20M | $34.31 | $2M | +8,795 | +1.5% | |
| 19 | XLK | 1.03% | 103,378 | $20M | $190.52 | $6M | +3,408 | +3.4% | |
| 20 | DMBS | 0.98% | 380,753 | $19M | $49.09 | $4M | +89,130 | +30.6% | |
| 21 | JPM | 0.97% | 56,358 | $18M | $327.33 | $5M | +9,662 | +20.7% | |
| 22 | UPSD | 0.96% | 652,110 | $18M | $28.20 | $7M | +208,021 | +46.8% | |
| 23 | XLSR | 0.87% | 255,949 | $17M | $64.86 | $4M | +31,642 | +14.1% | |
| 24 | PWR | 0.84% | 22,207 | $16M | $720.05 | $3M | -2,059 | -8.5% | |
| 25 | V | 0.84% | 46,486 | $16M | $343.09 | $4M | +6,818 | +17.2% | |
| 26 | OSCV | 0.82% | 369,268 | $16M | $42.19 | $5M | +95,864 | +35.1% | |
| 27 | XHLF | 0.81% | 308,141 | $15M | $50.30 | $5M | +91,283 | +42.1% | |
| 28 | SPDW | 0.80% | 302,211 | $15M | $50.39 | $1M | -4,760 | -1.6% | |
| 29 | BND | 0.74% | 193,593 | $14M | $73.41 | $4M | +48,427 | +33.4% | |
| 30 | SPEM | 0.72% | 264,017 | $14M | $51.78 | $4M | +59,359 | +29.0% | |
| 31 | LLY | 0.70% | 11,191 | $13M | $1,199.41 | $6M | +2,647 | +31.0% | |
| 32 | FRDM | 0.69% | 180,075 | $13M | $72.90 | $5M | +25,559 | +16.5% | |
| 33 | XONA.DE | 0.69% | 95,793 | $13M | $136.72 | $2M | +31,179 | +48.2% | |
| 34 | QQQM | 0.67% | 42,017 | $13M | $302.97 | $5M | +9,670 | +29.9% | |
| 35 | APH | 0.66% | 71,080 | $13M | $176.32 | $4M | +1,674 | +2.4% | |
| 36 | IDUB | 0.64% | 443,080 | $12M | $27.49 | $4M | +95,214 | +27.4% | |
| 37 | DUBS | 0.61% | 280,461 | $12M | $41.64 | $4M | +72,420 | +34.8% | |
| 38 | TSLA | 0.61% | 27,615 | $12M | $420.61 | $4M | +7,804 | +39.4% | |
| 39 | VTI | 0.60% | 31,149 | $12M | $370.05 | $4M | +8,520 | +37.6% | |
| 40 | META | 0.59% | 20,032 | $11M | $563.30 | $4M | +6,979 | +53.5% | |
| 41 | BRK-B | 0.58% | 21,941 | $11M | $500.39 | $3M | +5,324 | +32.0% | |
| 42 | VOO | 0.57% | 15,879 | $11M | $686.79 | $4M | +3,561 | +28.9% | |
| 43 | SCHP | 0.56% | 406,222 | $11M | $26.50 | $2M | +91,508 | +29.1% | |
| 44 | WMT | 0.55% | 93,247 | $11M | $113.26 | -$722K | +2,461 | +2.7% | |
| 45 | NOW | 0.52% | 100,077 | $10M | $99.28 | $1M | +16,092 | +19.2% | |
| 46 | XLC | 0.52% | 91,830 | $10M | $107.13 | $1M | +15,358 | +20.1% | |
| 47 | PGR | 0.50% | 43,985 | $10M | $218.45 | $2M | +6,201 | +16.4% | |
| 48 | CHE | 0.50% | 20,565 | $10M | $465.74 | $3M | +2,056 | +11.1% | |
| 49 | IVV | 0.48% | 12,171 | $9M | $748.91 | $3M | +3,071 | +33.8% | |
| 50 | BIL | 0.47% | 97,054 | $9M | $91.64 | -$1M | -15,087 | -13.4% | |
| 51 | FANG | 0.45% | 49,276 | $9M | $175.78 | -$2M | -4,303 | -8.0% | |
| 52 | CRWD | 0.45% | 11,342 | $9M | $763.14 | $5M | +987 | +9.5% | |
| 53 | QQQ | 0.43% | 11,121 | $8M | $736.41 | $3M | +2,355 | +26.9% | |
| 54 | VGSH | 0.41% | 135,569 | $8M | $58.20 | $322K | +6,286 | +4.9% | |
| 55 | AMT | 0.41% | 47,822 | $8M | $163.57 | $195K | +3,628 | +8.2% | |
| 56 | CPRT | 0.40% | 273,558 | $8M | $28.19 | $838K | +66,533 | +32.1% | |
| 57 | VXUS | 0.40% | 90,146 | $8M | $85.49 | $4M | +44,625 | +98.0% | |
| 58 | PG | 0.40% | 52,410 | $8M | $146.64 | $3M | +18,064 | +52.6% | |
| 59 | XLI | 0.39% | 40,257 | $7M | $185.23 | $2M | +9,373 | +30.4% | |
| 60 | SCHD | 0.39% | 233,759 | $7M | $31.71 | $2M | +60,654 | +35.0% | |
| 61 | JAAA | 0.33% | 125,266 | $6M | $50.49 | -$475K | -9,726 | -7.2% | |
| 62 | LIN | 0.33% | 12,176 | $6M | $518.93 | $2M | +3,787 | +45.1% | |
| 63 | JNJ | 0.32% | 23,993 | $6M | $253.97 | $2M | +8,867 | +58.6% | |
| 64 | MBB | 0.32% | 63,652 | $6M | $94.52 | -$3K | +262 | +0.4% | |
| 65 | NFLX | 0.31% | 82,951 | $6M | $71.40 | $136K | +22,764 | +37.8% | |
| 66 | ABBV | 0.30% | 22,938 | $6M | $251.64 | $3M | +11,190 | +95.2% | |
| 67 | SGOV | 0.30% | 57,208 | $6M | $100.67 | $6K | +54 | +0.1% | |
| 68 | VCIT | 0.30% | 68,682 | $6M | $82.65 | $1M | +13,998 | +25.6% | |
| 69 | VGLT | 0.30% | 102,374 | $6M | $55.18 | $2M | +28,449 | +38.5% | |
| 70 | SPSM | 0.29% | 97,507 | $6M | $57.67 | $2M | +13,278 | +15.8% | |
| 71 | PJAN | 0.29% | 110,088 | $5M | $49.49 | $330K | -858 | -0.8% | |
| 72 | PJUL | 0.28% | 110,647 | $5M | $48.81 | $242K | -1,571 | -1.4% | |
| 73 | POCT | 0.28% | 115,886 | $5M | $46.41 | $341K | -954 | -0.8% | |
| 74 | VMBS | 0.28% | 114,480 | $5M | $46.81 | $1M | +25,019 | +28.0% | |
| 75 | PAPR | 0.28% | 126,529 | $5M | $42.20 | $130K | -4,360 | -3.3% | |
| 76 | XLE | 0.27% | 98,704 | $5M | $53.11 | $636K | +23,515 | +31.3% | |
| 77 | UBER | 0.27% | 71,760 | $5M | $72.16 | $99K | +1,151 | +1.6% | |
| 78 | JNK | 0.26% | 51,208 | $5M | $96.37 | $3M | +32,473 | +173.3% | |
| 79 | GLD | 0.26% | 13,338 | $5M | $368.38 | -$516K | +721 | +5.7% | |
| 80 | SPMD | 0.26% | 72,202 | $5M | $67.56 | $2M | +15,517 | +27.4% | |
| 81 | UNH | 0.25% | 11,327 | $5M | $415.64 | $2M | +1,952 | +20.8% | |
| 82 | ACEI | 0.24% | 201,606 | $5M | $23.15 | $914K | +39,467 | +24.3% | |
| 83 | MSI | 0.24% | 11,191 | $5M | $415.30 | $429K | +1,469 | +15.1% | |
| 84 | IBIT | 0.24% | 138,705 | $5M | $33.29 | -$1M | -8,375 | -5.7% | |
| 85 | HD | 0.23% | 12,642 | $4M | $352.69 | $2M | +4,324 | +52.0% | |
| 86 | CERY | 0.23% | 130,572 | $4M | $33.43 | $513K | +21,261 | +19.4% | |
| 87 | IEMG | 0.23% | 52,520 | $4M | $82.84 | $2M | +14,891 | +39.6% | |
| 88 | SMLF | 0.23% | 48,174 | $4M | $89.14 | $3M | +24,906 | +107.0% | |
| 89 | OPPJ | 0.22% | 74,018 | $4M | $57.67 | $713K | +8,625 | +13.2% | |
| 90 | UNP | 0.22% | 15,490 | $4M | $272.00 | $2M | +6,509 | +72.5% | |
| 91 | DUK | 0.22% | 32,978 | $4M | $126.58 | $2M | +17,792 | +117.2% | |
| 92 | PGF | 0.22% | 302,502 | $4M | $13.71 | $1M | +86,558 | +40.1% | |
| 93 | ISRG | 0.22% | 10,404 | $4M | $397.68 | -$19K | +1,388 | +15.4% | |
| 94 | VUG | 0.21% | 46,692 | $4M | $86.14 | $1M | +40,068 | +604.9% | |
| 95 | CAT | 0.21% | 3,745 | $4M | $1,064.84 | $2M | +635 | +20.4% | |
| 96 | SFLR | 0.21% | 103,198 | $4M | $38.58 | $1M | +28,297 | +37.8% | |
| 97 | FAPR | 0.21% | 84,120 | $4M | $46.74 | $819K | +14,802 | +21.4% | |
| 98 | WFC | 0.20% | 46,510 | $4M | $82.64 | $1M | +12,360 | +36.2% | |
| 99 | URI | 0.20% | 3,295 | $4M | $1,132.72 | $2M | +1,044 | +46.4% | |
| 100 | NTRS | 0.19% | 20,987 | $4M | $173.84 | $2M | +9,610 | +84.5% |
Options Breakdown
4 Calls
$17M Call Value
9 Puts
$54M Put Value
3.1 P/C Ratio