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
351
$330K 0.03%
13,893
+963
352
$326K 0.03%
2,410
+210
353
$325K 0.03%
4,843
+134
354
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5,055
-160
355
$323K 0.03%
723
-288
356
$322K 0.03%
2,364
-581
357
$321K 0.03%
3,126
+162
358
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3,203
+45
359
$316K 0.03%
5,418
+1,405
360
$314K 0.03%
786
-4
361
$312K 0.03%
743
+2
362
$310K 0.03%
2,540
-4,711
363
$309K 0.03%
11,525
-2,008
364
$308K 0.03%
3,814
-748
365
$302K 0.03%
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366
$302K 0.03%
5,768
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367
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3,161
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368
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3,343
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369
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9,484
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370
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2,558
-8
371
$292K 0.03%
6,444
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372
$292K 0.03%
6,254
373
$291K 0.03%
8,247
374
$291K 0.03%
+6,250
375
$289K 0.03%
14,618
+130
13 14
15
16 17