SAW

Signal Advisors Wealth Portfolio holdings

AUM $1.28B
This Quarter Return
+7.96%
1 Year Return
+14.3%
3 Year Return
5 Year Return
10 Year Return
AUM
$1.28B
AUM Growth
+$1.28B
Cap. Flow
+$193M
Cap. Flow %
15.11%
Top 10 Hldgs %
22.94%
Holding
551
New
121
Increased
198
Reduced
141
Closed
87
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SCHJ icon
376
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$581M
$307K 0.02%
+12,384
New +$307K
BAI
377
iShares A.I. Innovation and Tech Active ETF
BAI
$2.51B
$307K 0.02%
+10,647
New +$307K
AFL icon
378
Aflac
AFL
$57.1B
$306K 0.02%
2,899
+825
+40% +$87K
XDEC icon
379
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$194M
$305K 0.02%
7,847
-2,370
-23% -$92K
JULM
380
FT Vest U.S. Equity Max Buffer ETF - July
JULM
$28.8M
$304K 0.02%
9,343
-141
-1% -$4.59K
YUM icon
381
Yum! Brands
YUM
$40.1B
$304K 0.02%
+2,049
New +$304K
XJUL icon
382
FT Vest US Equity Enhance & Moderate Buffer ETF July
XJUL
$47.4M
$303K 0.02%
8,160
-87
-1% -$3.23K
HPE icon
383
Hewlett Packard
HPE
$29.9B
$300K 0.02%
+14,709
New +$300K
ITOT icon
384
iShares Core S&P Total US Stock Market ETF
ITOT
$75B
$299K 0.02%
2,217
-323
-13% -$43.6K
HON icon
385
Honeywell
HON
$136B
$298K 0.02%
1,278
+303
+31% +$70.5K
ASTS icon
386
AST SpaceMobile
ASTS
$12.2B
$287K 0.02%
+6,134
New +$287K
FJUL icon
387
FT Vest US Equity Buffer ETF July
FJUL
$1.02B
$282K 0.02%
5,447
-87
-2% -$4.5K
USB icon
388
US Bancorp
USB
$75.5B
$282K 0.02%
+6,222
New +$282K
SJM icon
389
J.M. Smucker
SJM
$12B
$282K 0.02%
2,867
-9,992
-78% -$981K
VTWO icon
390
Vanguard Russell 2000 ETF
VTWO
$12.5B
$281K 0.02%
3,220
-594
-16% -$51.8K
LMBS icon
391
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.3B
$279K 0.02%
5,657
+1,073
+23% +$52.9K
VXUS icon
392
Vanguard Total International Stock ETF
VXUS
$101B
$278K 0.02%
+4,018
New +$278K
BEN icon
393
Franklin Resources
BEN
$13.3B
$271K 0.02%
+11,343
New +$271K
DTD icon
394
WisdomTree US Total Dividend Fund
DTD
$1.43B
$270K 0.02%
+3,395
New +$270K
AON icon
395
Aon
AON
$80.6B
$269K 0.02%
754
-32
-4% -$11.4K
FVAL icon
396
Fidelity Value Factor ETF
FVAL
$1.02B
$269K 0.02%
4,211
-492
-10% -$31.4K
AXP icon
397
American Express
AXP
$225B
$266K 0.02%
835
-4,201
-83% -$1.34M
DGRW icon
398
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.3B
$266K 0.02%
+3,181
New +$266K
ISPY icon
399
ProShares S&P 500 High Income ETF
ISPY
$946M
$266K 0.02%
+6,277
New +$266K
BUFG icon
400
FT Vest Buffered Allocation Growth ETF
BUFG
$281M
$263K 0.02%
10,296
-3,597
-26% -$91.9K