SAW

Signal Advisors Wealth Portfolio holdings

AUM $1.28B
This Quarter Return
+7.96%
1 Year Return
+14.3%
3 Year Return
5 Year Return
10 Year Return
AUM
$1.28B
AUM Growth
+$1.28B
Cap. Flow
+$193M
Cap. Flow %
15.11%
Top 10 Hldgs %
22.94%
Holding
551
New
121
Increased
198
Reduced
141
Closed
87
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ROK icon
426
Rockwell Automation
ROK
$38B
$231K 0.02%
694
-158
-19% -$52.5K
GEV icon
427
GE Vernova
GEV
$158B
$229K 0.02%
+433
New +$229K
CVS icon
428
CVS Health
CVS
$94B
$227K 0.02%
+3,296
New +$227K
IWM icon
429
iShares Russell 2000 ETF
IWM
$66.6B
$227K 0.02%
+1,053
New +$227K
ITW icon
430
Illinois Tool Works
ITW
$76.4B
$225K 0.02%
911
-992
-52% -$245K
SECT icon
431
Main Sector Rotation ETF
SECT
$2.19B
$225K 0.02%
+3,877
New +$225K
LNG icon
432
Cheniere Energy
LNG
$52.9B
$224K 0.02%
919
-5,660
-86% -$1.38M
SSUS icon
433
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
$556M
$222K 0.02%
+4,940
New +$222K
DBA icon
434
Invesco DB Agriculture Fund
DBA
$813M
$220K 0.02%
8,424
AEP icon
435
American Electric Power
AEP
$58.9B
$220K 0.02%
+2,117
New +$220K
CLS icon
436
Celestica
CLS
$23.1B
$219K 0.02%
+1,409
New +$219K
IEF icon
437
iShares 7-10 Year Treasury Bond ETF
IEF
$35.4B
$218K 0.02%
2,272
-889
-28% -$85.1K
XMAR icon
438
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
$174M
$216K 0.02%
5,647
-6,436
-53% -$246K
MSMR icon
439
McElhenny Sheffield Managed Risk ETF
MSMR
$135M
$216K 0.02%
+6,980
New +$216K
EMXC icon
440
iShares MSCI Emerging Markets ex China ETF
EMXC
$12.7B
$215K 0.02%
3,401
-9,878
-74% -$624K
CBRE icon
441
CBRE Group
CBRE
$47.5B
$214K 0.02%
1,530
-7,959
-84% -$1.12M
FDEC icon
442
FT Vest US Equity Buffer ETF December
FDEC
$1.05B
$211K 0.02%
4,511
-825
-15% -$38.5K
ILTB icon
443
iShares Core 10+ Year USD Bond ETF
ILTB
$568M
$210K 0.02%
4,247
-81
-2% -$4K
SCHB icon
444
Schwab US Broad Market ETF
SCHB
$35.9B
$209K 0.02%
+8,790
New +$209K
DDWM icon
445
WisdomTree Dynamic International Equity Fund
DDWM
$795M
$209K 0.02%
+5,268
New +$209K
PFG icon
446
Principal Financial Group
PFG
$17.8B
$208K 0.02%
+2,617
New +$208K
VFMV icon
447
Vanguard US Minimum Volatility ETF
VFMV
$295M
$207K 0.02%
+1,616
New +$207K
ADSK icon
448
Autodesk
ADSK
$68.3B
$207K 0.02%
+668
New +$207K
IP icon
449
International Paper
IP
$26B
$207K 0.02%
+4,414
New +$207K
VCSH icon
450
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.2B
$206K 0.02%
2,594
-2,294
-47% -$182K