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
276
$496K 0.05%
2,480
+1,048
277
$495K 0.05%
4,737
-328
278
$494K 0.05%
4,206
+294
279
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7,965
-2,269
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$489K 0.05%
1,760
-71
281
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4,013
-1,362
282
$487K 0.05%
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-279
283
$484K 0.05%
+6,725
284
$484K 0.05%
19,329
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285
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5,046
-494
286
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1,903
-102
287
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3,402
-3
288
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1,920
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289
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7,934
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290
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20,813
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291
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293
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1,961
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294
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727
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295
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12,083
-1,166
296
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20,092
+7,148
297
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2,620
-4
298
$441K 0.04%
1,707
-590
299
$441K 0.04%
3,777
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300
$435K 0.04%
715
+4
10 11
12
13 14