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
$1.1B
AUM Growth
-$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$10.1M
3
+$9.59M
4
AMT icon
American Tower
AMT
+$8.07M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$6.75M

Top Sells

1
+$28.8M
2
+$25.4M
3
+$24.3M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$23.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$18.1M

Sector Composition

1 Technology 12.37%
2 Financials 4.86%
3 Consumer Discretionary 3.09%
4 Healthcare 2.81%
5 Industrials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MUB icon
376
iShares National Muni Bond ETF
MUB
$41.4B
$272K 0.02%
2,550
-2,858
COKE icon
377
Coca-Cola Consolidated
COKE
$10.8B
$270K 0.02%
2,306
-31
CLS icon
378
Celestica
CLS
$35B
$269K 0.02%
1,091
-318
CFG icon
379
Citizens Financial Group
CFG
$23.5B
$269K 0.02%
5,055
-2,559
VV icon
380
Vanguard Large-Cap ETF
VV
$47.3B
$269K 0.02%
+873
NOC icon
381
Northrop Grumman
NOC
$78.1B
$269K 0.02%
+441
EXC icon
382
Exelon
EXC
$45.4B
$268K 0.02%
5,947
-1,838
IEV icon
383
iShares Europe ETF
IEV
$1.59B
$266K 0.02%
+4,067
NHI icon
384
National Health Investors
NHI
$3.73B
$265K 0.02%
+3,330
LNG icon
385
Cheniere Energy
LNG
$45B
$265K 0.02%
1,126
+207
SMAX
386
iShares Large Cap Max Buffer Sep ETF
SMAX
$113M
$264K 0.02%
9,853
-2,840
AGNC icon
387
AGNC Investment
AGNC
$11.2B
$261K 0.02%
+26,671
HON icon
388
Honeywell
HON
$123B
$260K 0.02%
1,234
-44
XSMO icon
389
Invesco S&P SmallCap Momentum ETF
XSMO
$2.02B
$259K 0.02%
+3,524
VWOB icon
390
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.3B
$258K 0.02%
3,858
-135
DHS icon
391
WisdomTree US High Dividend Fund
DHS
$1.29B
$257K 0.02%
+2,555
SPLV icon
392
Invesco S&P 500 Low Volatility ETF
SPLV
$7.49B
$256K 0.02%
+3,488
CWB icon
393
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$4.67B
$256K 0.02%
+2,831
BKR icon
394
Baker Hughes
BKR
$48.8B
$252K 0.02%
+5,180
XAPR
395
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April
XAPR
$52.5M
$251K 0.02%
+7,019
VCSH icon
396
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.9B
$251K 0.02%
3,142
+548
EOS
397
Eaton Vance Enhance Equity Income Fund II
EOS
$1.22B
$247K 0.02%
+10,322
SHYG icon
398
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.74B
$247K 0.02%
5,695
+158
DSI icon
399
iShares MSCI KLD 400 Social ETF
DSI
$5.01B
$244K 0.02%
+1,940
FDNI icon
400
First Trust Dow Jones International Internet ETF
FDNI
$87.9M
$243K 0.02%
+6,268
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