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
IWR icon
426
iShares Russell Mid-Cap ETF
IWR
$45.6B
$219K 0.02%
+2,269
SHLD icon
427
Global X Defense Tech ETF
SHLD
$4.75B
$219K 0.02%
3,114
-5,989
HCAT icon
428
Health Catalyst
HCAT
$202M
$219K 0.02%
76,745
-94,462
GEV icon
429
GE Vernova
GEV
$162B
$218K 0.02%
355
-78
NVDY icon
430
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.61B
$218K 0.02%
12,978
+684
ETHA
431
iShares Ethereum Trust ETF
ETHA
$1.75B
$218K 0.02%
+6,914
CRM icon
432
Salesforce
CRM
$224B
$218K 0.02%
918
-344
SIXD
433
AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
SIXD
$33M
$217K 0.02%
7,674
-3,917
DAPR icon
434
FT Vest US Equity Deep Buffer ETF April
DAPR
$283M
$217K 0.02%
+5,620
LRCX icon
435
Lam Research
LRCX
$198B
$216K 0.02%
+1,616
IAI icon
436
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.51B
$216K 0.02%
+1,223
GAPR icon
437
FT Vest US Equity Moderate Buffer ETF April
GAPR
$255M
$211K 0.02%
+5,386
OARK icon
438
YieldMax Innovation Option Income Strategy ETF
OARK
$360M
$210K 0.02%
+22,897
MRK icon
439
Merck
MRK
$250B
$208K 0.02%
2,478
-1,929
PFEB icon
440
Innovator US Equity Power Buffer ETF February
PFEB
$754M
$208K 0.02%
5,237
-3,024
FDN icon
441
First Trust Dow Jones Internet Index Fund ETF
FDN
$7B
$208K 0.02%
+742
EMR icon
442
Emerson Electric
EMR
$74.1B
$207K 0.02%
1,580
-814
USB icon
443
US Bancorp
USB
$77.6B
$207K 0.02%
4,287
-1,935
FIDU icon
444
Fidelity MSCI Industrials Index ETF
FIDU
$1.47B
$207K 0.02%
+2,524
XDEC icon
445
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$199M
$204K 0.02%
5,088
-2,759
ILTB icon
446
iShares Core 10+ Year USD Bond ETF
ILTB
$591M
$201K 0.02%
3,979
-268
ABT icon
447
Abbott
ABT
$220B
$200K 0.02%
1,494
-999
PR icon
448
Permian Resources
PR
$10.7B
$182K 0.02%
+14,240
CIFR icon
449
Cipher Mining
CIFR
$7.61B
$178K 0.02%
14,122
+4,122
MNR icon
450
Mach Natural Resources
MNR
$2.03B
$170K 0.02%
+12,890
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