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
251
$596K 0.06%
8,413
+130
252
$591K 0.06%
+11,769
253
$586K 0.06%
6,464
+263
254
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1,869
-12
255
$580K 0.06%
622
-169
256
$578K 0.06%
19,479
+6,565
257
$567K 0.06%
2,567
-1,439
258
$566K 0.06%
9,166
+344
259
$565K 0.06%
4,638
-273
260
$564K 0.06%
4,474
+291
261
$555K 0.05%
3,972
+41
262
$552K 0.05%
77,436
+3,278
263
$550K 0.05%
19,465
+963
264
$550K 0.05%
+10,724
265
$541K 0.05%
3,506
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266
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19,552
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267
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2,136
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268
$528K 0.05%
17,038
+2,803
269
$528K 0.05%
3,060
-245
270
$521K 0.05%
+21,219
271
$515K 0.05%
5,400
-1,335
272
$510K 0.05%
2,240
+153
273
$507K 0.05%
4,054
+3
274
$503K 0.05%
13,624
-1,893
275
$500K 0.05%
1,448
-16
9 10
11
12 13