SAW

Signal Advisors Wealth Portfolio holdings

AUM $1.46B
1-Year Est. Return 14.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.15%
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
+$14.7M
2
+$9.95M
3
+$9.6M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$9.54M
5
DIVB icon
iShares Core Dividend ETF
DIVB
+$9.04M

Top Sells

1
+$5.52M
2
+$3.86M
3
+$3.77M
4
IAU icon
iShares Gold Trust
IAU
+$3.06M
5
FAPR icon
FT Vest US Equity Buffer ETF April
FAPR
+$2.92M

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
426
$171K 0.02%
12,556
-540
427
$162K 0.02%
16,611
428
$16.7K ﹤0.01%
14,360
-2,000
429
$9.78K ﹤0.01%
+1,700
430
$1.46K ﹤0.01%
25,100
431
– –
-6,843
432
– –
-11,289
433
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-1,650
434
– –
-251
435
– –
-6,910
436
– –
-2,608
437
– –
-1,363
438
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-2,718
439
– –
-7,005
440
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-2,282
441
– –
-1,600
442
– –
-7,480
443
– –
-2,541
444
– –
-2,561
445
– –
-2,369
446
– –
-2,494
447
– –
-2,470
448
– –
-3,423
449
– –
-2,486
450
– –
-5,640
15 16 17
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