SAW

Signal Advisors Wealth Portfolio holdings

AUM $1.26B
1-Year Est. Return 14.54%
This Quarter Est. Return
1 Year Est. Return
+14.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$5.66M
3
+$5.32M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$5.3M
5
PJAN icon
Innovator US Equity Power Buffer ETF January
PJAN
+$4.12M

Top Sells

1
+$4.38M
2
+$4.26M
3
+$2.74M
4
GOVI icon
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
+$2.15M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.39M

Sector Composition

1 Technology 12.02%
2 Financials 4.51%
3 Healthcare 3.06%
4 Consumer Discretionary 3.05%
5 Industrials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FTSM icon
276
First Trust Enhanced Short Maturity ETF
FTSM
$6.34B
$618K 0.05%
10,313
-40
SSUS icon
277
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
$568M
$617K 0.05%
12,653
+2,122
JBBB icon
278
Janus Henderson B-BBB CLO ETF
JBBB
$1.17B
$615K 0.05%
+12,893
MMM icon
279
3M
MMM
$90.9B
$615K 0.05%
3,840
+48
CI icon
280
Cigna
CI
$74.2B
$597K 0.05%
2,169
-758
LRCX icon
281
Lam Research
LRCX
$273B
$597K 0.05%
3,486
+1,870
DFUS icon
282
Dimensional US Equity ETF
DFUS
$18.5B
$595K 0.05%
8,020
-1,006
COM icon
283
Direxion Auspice Broad Commodity Strategy ETF
COM
$171M
$585K 0.05%
19,784
+7,213
DMAR icon
284
FT Vest US Equity Deep Buffer ETF March
DMAR
$380M
$585K 0.05%
+14,047
IAU icon
285
iShares Gold Trust
IAU
$72.4B
$585K 0.05%
7,202
-1,437
AMAT icon
286
Applied Materials
AMAT
$253B
$580K 0.05%
2,258
+763
XLU icon
287
State Street Utilities Select Sector SPDR ETF
XLU
$21.9B
$567K 0.05%
13,288
+498
IXUS icon
288
iShares Core MSCI Total International Stock ETF
IXUS
$54B
$564K 0.04%
6,664
-87
DTE icon
289
DTE Energy
DTE
$28B
$557K 0.04%
+4,321
IBM icon
290
IBM
IBM
$279B
$557K 0.04%
1,881
-18
IYK icon
291
iShares US Consumer Staples ETF
IYK
$1.22B
$551K 0.04%
8,234
+3,199
AZN icon
292
AstraZeneca
AZN
$291B
$548K 0.04%
5,956
-209
IYW icon
293
iShares US Technology ETF
IYW
$21B
$539K 0.04%
2,701
-1,644
CVX icon
294
Chevron
CVX
$332B
$539K 0.04%
3,537
-505
DFIC icon
295
Dimensional International Core Equity 2 ETF
DFIC
$12.5B
$533K 0.04%
+15,460
RFLR
296
Innovator U.S. Small Cap Managed Floor ETF
RFLR
$48.6M
$528K 0.04%
18,550
+1,092
DJUN icon
297
FT Vest US Equity Deep Buffer ETF June
DJUN
$278M
$527K 0.04%
11,127
+4,494
LHX icon
298
L3Harris
LHX
$63.7B
$525K 0.04%
1,789
+240
SPLB icon
299
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.11B
$522K 0.04%
+23,117
PYLD icon
300
PIMCO Multi Sector Bond Active ETF
PYLD
$10.5B
$520K 0.04%
+19,472
10 11
12
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