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
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
– –
-22,455
432
– –
-2,824
433
– –
-8,311
434
– –
-6,528
435
– –
-7,146
436
– –
-12,286
437
– –
-31,493
438
– –
-4,285
439
– –
-3,602
440
– –
-17,141
441
– –
-5,545
442
– –
-1,023
443
– –
-15,899
444
– –
-4,016
445
– –
-1,737
446
– –
-10,908
447
– –
-1,674
448
– –
-2,344
449
– –
-3,652
450
– –
-1,571
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