SAW

Signal Advisors Wealth Portfolio holdings

AUM $1.26B
1-Year Est. Return 14.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.54%
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
+$14.7M
2
+$9.95M
3
+$9.6M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$9.54M
5
DIVB icon
iShares Core Dividend ETF
DIVB
+$9.04M

Top Sells

1
+$5.52M
2
+$3.86M
3
+$3.77M
4
IAU icon
iShares Gold Trust
IAU
+$3.06M
5
FAPR icon
FT Vest US Equity Buffer ETF April
FAPR
+$2.92M

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
326
$376K 0.04%
+19,944
327
$373K 0.04%
+5,233
328
$370K 0.04%
5,580
-826
329
$369K 0.04%
6,154
+2,118
330
$367K 0.04%
5,359
-23
331
$366K 0.04%
1,158
+15
332
$363K 0.04%
6,080
+80
333
$363K 0.04%
1,768
+156
334
$363K 0.04%
1,733
+91
335
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1,621
+10
336
$363K 0.04%
17,380
-500
337
$358K 0.04%
2,563
-13
338
$357K 0.03%
2,693
-953
339
$357K 0.03%
3,879
-106
340
$356K 0.03%
1,153
+411
341
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342
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343
$347K 0.03%
11,041
-1,424
344
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187
+9
345
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+11,504
346
$341K 0.03%
14,275
+3,990
347
$338K 0.03%
5,325
-89
348
$338K 0.03%
+7,345
349
$334K 0.03%
1,848
+26
350
$331K 0.03%
1,250
+301
12 13
14
15 16