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
376
$285K 0.03%
2,847
-3,728
377
$280K 0.03%
4,703
-354
378
$279K 0.03%
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-548
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380
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8,770
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381
$270K 0.03%
4,361
-993
382
$270K 0.03%
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383
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+1,258
384
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11,310
-2,364
385
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5,534
-1,161
386
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+133
387
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5,549
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388
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+3,601
389
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390
$250K 0.02%
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-336
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393
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396
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397
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+9,728
398
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5,336
-58
399
$231K 0.02%
974
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400
$231K 0.02%
2,074
-613
14 15
16
17 18