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
VT icon
376
Vanguard Total World Stock ETF
VT
$61.7B
$354K 0.03%
2,512
+7
XMHQ icon
377
Invesco S&P MidCap Quality ETF
XMHQ
$5.34B
$351K 0.03%
3,428
+732
EFA icon
378
iShares MSCI EAFE ETF
EFA
$73.5B
$345K 0.03%
3,589
+1,195
DIA icon
379
SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$341K 0.03%
709
+74
XMMO icon
380
Invesco S&P MidCap Momentum ETF
XMMO
$5.28B
$340K 0.03%
2,457
+269
USIG icon
381
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.8B
$340K 0.03%
6,562
-849
EME icon
382
Emcor
EME
$31.3B
$340K 0.03%
555
+123
AIRR icon
383
First Trust RBA American Industrial Renaissance ETF
AIRR
$7.66B
$338K 0.03%
3,437
+166
TJX icon
384
TJX Companies
TJX
$175B
$337K 0.03%
2,194
+103
DTD icon
385
WisdomTree US Total Dividend Fund
DTD
$1.5B
$337K 0.03%
3,968
-800
SCHF icon
386
Schwab International Equity ETF
SCHF
$57.8B
$335K 0.03%
13,936
-1,362
IRM icon
387
Iron Mountain
IRM
$28.4B
$334K 0.03%
4,023
-1,024
HTUS icon
388
Hull Tactical US ETF
HTUS
$131M
$326K 0.03%
+8,211
SPAB icon
389
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.12B
$326K 0.03%
12,659
-2,860
IJH icon
390
iShares Core S&P Mid-Cap ETF
IJH
$109B
$325K 0.03%
4,928
-1,867
AGNC icon
391
AGNC Investment
AGNC
$12.8B
$324K 0.03%
30,182
+3,511
RLI icon
392
RLI Corp
RLI
$5.45B
$322K 0.03%
5,040
-4,439
COF icon
393
Capital One
COF
$152B
$322K 0.03%
+1,327
CSCO icon
394
Cisco
CSCO
$297B
$321K 0.03%
4,164
+119
IXN icon
395
iShares Global Tech ETF
IXN
$6.77B
$320K 0.03%
+3,052
BKR icon
396
Baker Hughes
BKR
$51.1B
$317K 0.03%
6,955
+1,775
FTXL icon
397
First Trust Nasdaq Semiconductor ETF
FTXL
$1.52B
$313K 0.02%
+2,415
TMUS icon
398
T-Mobile US
TMUS
$208B
$310K 0.02%
1,527
+203
PM icon
399
Philip Morris
PM
$270B
$305K 0.02%
1,904
-418
CLS icon
400
Celestica
CLS
$36.1B
$303K 0.02%
1,026
-65
14 15
16
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