Signal Advisors Wealth, LLC logo

Signal Advisors Wealth, LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Signal Advisors Wealth, LLC with $1.1B in long positions as of Q3 2025, 64% allocated to ETF, and 29% concentrated in top 10 positions.

Portfolio Value
$1.1B
Top 10 Concentration
29%
Top Sector
ETF (64%)
US Exposure
99%
Market Cap Focus
N/A
Countries
8

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 64.00%ETFTechnology: 11.80%TechnologyFinancial Services: 4.90%Consumer Cyclical: 4.00%Healthcare: 2.80%Industrials: 2.80%Communication Services: 2.50%Energy: 1.70%Consumer Defensive: 1.70%Real Estate: 1.00%Basic Materials: 0.60%Utilities: 0.40%
ETF
64.00%
Technology
11.80%
Financial Services
4.90%
Consumer Cyclical
4.00%
Healthcare
2.80%
Industrials
2.80%
Communication Services
2.50%
Energy
1.70%
Consumer Defensive
1.70%
Real Estate
1.00%
Basic Materials
0.60%
Utilities
0.40%

Industry Breakdown

65 industries across all sectors

ETF: 63.95%ETFSemiconductors: 3.30%Software - Infrastructure: 2.98%Software - Application: 1.95%Internet Content & Information: 1.84%Consumer Electronics: 1.73%Specialty Retail: 1.58%Banks - Diversified: 1.43%Financial - Credit Services: 1.36%56 more: 17.98%56 more
ETF
ETF
63.95%
Semiconductors
Technology
3.30%
Software - Infrastructure
Technology
2.98%
Software - Application
Technology
1.95%
Internet Content & Information
Communication Services
1.84%
Consumer Electronics
Technology
1.73%
Specialty Retail
Consumer Cyclical
1.58%
Banks - Diversified
Financial Services
1.43%
Financial - Credit Services
Financial Services
1.36%
Information Technology Services
Technology
1.13%
Oil & Gas Exploration & Production
Energy
1.10%
Discount Stores
Consumer Defensive
1.06%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 18.91%Mega Cap (> $200B)Large Cap ($10B - $200B): 14.21%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.86%Small Cap ($300M - $2B): 0.01%Micro Cap ($50M - $300M): 0.02%Nano Cap (< $50M): 0.04%N/A (ETF or Unknown): 65.94%N/A (ETF or Unknown)
Mega Cap (> $200B)
18.91%
Large Cap ($10B - $200B)
14.21%
Mid Cap ($2B - $10B)
0.86%
Small Cap ($300M - $2B)
0.01%
Micro Cap ($50M - $300M)
0.02%
Nano Cap (< $50M)
0.04%
N/A (ETF or Unknown)
65.94%

Portfolio Concentration

Top 10 Holdings %
28.71%
Top 20 Holdings %
41.02%
Top 50 Holdings %
63.75%
Top 100 Holdings %
79.67%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
98.73%
International
1.27%
Countries
8
Largest Int'l Market
Ireland - 0.36%
United States of America
98.73% ($1.1B)
434 holdings
Ireland
0.36% ($3.9M)
2 holdings
United Kingdom
0.30% ($3.3M)
1 holdings
Canada
0.23% ($2.5M)
2 holdings
Israel
0.17% ($1.9M)
1 holdings
Switzerland
0.10% ($1.1M)
1 holdings
Bermuda
0.06% ($666.1K)
1 holdings
Taiwan
0.03% ($333.9K)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
6.5 quarters
Avg. Top 20
6.6 quarters
Avg. All Positions
3.8 quarters
Median Holding Period
4 quarters
Persistence Rate
55.76%
Persistent Holdings Weight
84.17%
Persistent Positions
247
Longest Held
iShares Core MSCI EAFE ETF logo
iShares Core MSCI EAFE ETFIEFA - 7 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.04%
Avg. Position Weight
0.23%
Largest Position
SPDR Portfolio S&P 500 ETF logo
SPDR Portfolio S&P 500 ETFSPLG - 5.54%
Largest Ownership Stake
CHE
Chemed CorporationCHE - 0.12%
Avg. Ownership Stake
0.006%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q4 2023)

Avg. New Position
0.21%
Avg. Ownership Stake
0.004%
Largest Position
PSFF
Pacer Swan SOS Fund of Funds ETFPSFF - 9.11% (Q2 2024)
Largest Ownership Stake
Health Catalyst, Inc Common Stock logo
Health Catalyst, Inc Common StockHCAT - 0.25% (Q2 2025)

Portfolio Turnover

Current Quarter

Turnover Ratio
28.2%
Value Traded
$305.51M
Positions Added
69
Positions Exited
96

Historical (Since Q4 2023)

Avg. Turnover Ratio
67.4%
Avg. Positions Added
88
Avg. Positions Exited
62
Highest Turnover
345.8%
Q2 2024
Lowest Turnover
14.7%
Q1 2025

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