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
$1.02B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$9.76M
3
+$9.7M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$9.13M
5
DIVB icon
iShares Core Dividend ETF
DIVB
+$8.95M

Top Sells

1
+$5.43M
2
+$3.78M
3
+$3.47M
4
IAU icon
iShares Gold Trust
IAU
+$3.34M
5
FAPR icon
FT Vest US Equity Buffer ETF April
FAPR
+$2.87M

Sector Composition

1 Technology 5.94%
2 Financials 3.29%
3 Consumer Discretionary 2.97%
4 Healthcare 2.91%
5 Industrials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$726K 0.07%
4,151
227
$721K 0.07%
15,999
+7,208
228
$719K 0.07%
6,821
+2,699
229
$706K 0.07%
14,857
+474
230
$704K 0.07%
2,018
-116
231
$702K 0.07%
20,356
+643
232
$692K 0.07%
13,873
-1,118
233
$686K 0.07%
9,831
+319
234
$679K 0.07%
8,870
-1,992
235
$675K 0.07%
12,877
-1,822
236
$659K 0.06%
7,751
+236
237
$651K 0.06%
17,889
+1,081
238
$647K 0.06%
9,182
-1,833
239
$646K 0.06%
1,297
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240
$645K 0.06%
9,234
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241
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16,256
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242
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5,729
-1,865
243
$626K 0.06%
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244
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6,761
+3,295
245
$613K 0.06%
23,343
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246
$612K 0.06%
1,694
+789
247
$601K 0.06%
1,827
+941
248
$600K 0.06%
19,236
-4,729
249
$598K 0.06%
507
+4
250
$597K 0.06%
+2,448
8 9
10
11 12