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
401
$229K 0.02%
5,558
+51
402
$229K 0.02%
841
-55
403
$226K 0.02%
693
404
$225K 0.02%
4,584
-2,775
405
$225K 0.02%
+1,000
406
$224K 0.02%
2,151
-768
407
$224K 0.02%
8,826
+1,258
408
$222K 0.02%
8,424
-675
409
$221K 0.02%
+8,130
410
$220K 0.02%
852
-94
411
$219K 0.02%
+6,629
412
$217K 0.02%
+8,513
413
$217K 0.02%
+1,708
414
$216K 0.02%
+4,328
415
$215K 0.02%
+9,808
416
$212K 0.02%
6,405
417
$211K 0.02%
+4,328
418
$208K 0.02%
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419
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420
$207K 0.02%
4,722
-15,972
421
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422
$203K 0.02%
+8,321
423
$202K 0.02%
+1,968
424
$202K 0.02%
+4,524
425
$201K 0.02%
4,457
-862
15 16
17
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