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
$1.28B
AUM Growth
+$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$11.5M
3
+$10.5M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$9.19M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$7.3M

Top Sells

1
+$10.3M
2
+$9.75M
3
+$5.15M
4
DIVB icon
iShares Core Dividend ETF
DIVB
+$4.94M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.9M

Sector Composition

1 Technology 8.18%
2 Financials 3.65%
3 Consumer Discretionary 2.37%
4 Healthcare 2.04%
5 Industrials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ROK icon
426
Rockwell Automation
ROK
$44B
$231K 0.02%
694
-158
GEV icon
427
GE Vernova
GEV
$156B
$229K 0.02%
+433
CVS icon
428
CVS Health
CVS
$101B
$227K 0.02%
+3,296
IWM icon
429
iShares Russell 2000 ETF
IWM
$70.1B
$227K 0.02%
+1,053
ITW icon
430
Illinois Tool Works
ITW
$71.2B
$225K 0.02%
911
-992
SECT icon
431
Main Sector Rotation ETF
SECT
$2.36B
$225K 0.02%
+3,877
LNG icon
432
Cheniere Energy
LNG
$45.8B
$224K 0.02%
919
-5,660
SSUS icon
433
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
$579M
$222K 0.02%
+4,940
DBA icon
434
Invesco DB Agriculture Fund
DBA
$787M
$220K 0.02%
8,424
AEP icon
435
American Electric Power
AEP
$65.8B
$220K 0.02%
+2,117
CLS icon
436
Celestica
CLS
$38.4B
$219K 0.02%
+1,409
IEF icon
437
iShares 7-10 Year Treasury Bond ETF
IEF
$38.7B
$218K 0.02%
2,272
-889
XMAR icon
438
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
$175M
$216K 0.02%
5,647
-6,436
MSMR icon
439
McElhenny Sheffield Managed Risk ETF
MSMR
$146M
$216K 0.02%
+6,980
EMXC icon
440
iShares MSCI Emerging Markets ex China ETF
EMXC
$14.2B
$215K 0.02%
3,401
-9,878
CBRE icon
441
CBRE Group
CBRE
$46.1B
$214K 0.02%
1,530
-7,959
FDEC icon
442
FT Vest US Equity Buffer ETF December
FDEC
$1.1B
$211K 0.02%
4,511
-825
ILTB icon
443
iShares Core 10+ Year USD Bond ETF
ILTB
$585M
$210K 0.02%
4,247
-81
SCHB icon
444
Schwab US Broad Market ETF
SCHB
$38.1B
$209K 0.02%
+8,790
DDWM icon
445
WisdomTree Dynamic International Equity Fund
DDWM
$837M
$209K 0.02%
+5,268
PFG icon
446
Principal Financial Group
PFG
$18.5B
$208K 0.02%
+2,617
VFMV icon
447
Vanguard US Minimum Volatility ETF
VFMV
$299M
$207K 0.02%
+1,616
ADSK icon
448
Autodesk
ADSK
$64.3B
$207K 0.02%
+668
IP icon
449
International Paper
IP
$20.2B
$207K 0.02%
+4,414
VCSH icon
450
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.3B
$206K 0.02%
2,594
-2,294
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