SAW

Signal Advisors Wealth Portfolio holdings

AUM $1.26B
1-Year Est. Return 14.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.54%
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
+$12.9M
2
+$9.69M
3
+$9.33M
4
AMT icon
American Tower
AMT
+$8.74M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$6.69M

Top Sells

1
+$28.5M
2
+$25.4M
3
+$23.4M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$23.2M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$17.4M

Sector Composition

1 Technology 12.39%
2 Financials 4.84%
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
$48.9B
$219K 0.02%
+2,269
SHLD icon
427
Global X Defense Tech ETF
SHLD
$7.72B
$219K 0.02%
3,114
-5,989
HCAT icon
428
Health Catalyst
HCAT
$122M
$219K 0.02%
76,745
-94,462
GEV icon
429
GE Vernova
GEV
$227B
$218K 0.02%
355
-78
NVDY icon
430
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.33B
$218K 0.02%
12,978
+684
ETHA
431
iShares Ethereum Trust ETF
ETHA
$1.14B
$218K 0.02%
+6,914
CRM icon
432
Salesforce
CRM
$184B
$218K 0.02%
918
-344
SIXD
433
AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF
SIXD
$31.1M
$217K 0.02%
7,674
-3,917
DAPR icon
434
FT Vest US Equity Deep Buffer ETF April
DAPR
$291M
$217K 0.02%
+5,620
LRCX icon
435
Lam Research
LRCX
$271B
$216K 0.02%
+1,616
IAI icon
436
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.68B
$216K 0.02%
+1,223
GAPR icon
437
FT Vest US Equity Moderate Buffer ETF April
GAPR
$256M
$211K 0.02%
+5,386
OARK icon
438
YieldMax Innovation Option Income Strategy ETF
OARK
$47.7M
$210K 0.02%
+4,579
MRK icon
439
Merck
MRK
$296B
$208K 0.02%
2,478
-1,929
PFEB icon
440
Innovator US Equity Power Buffer ETF February
PFEB
$875M
$208K 0.02%
5,237
-3,024
FDN icon
441
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.62B
$208K 0.02%
+742
EMR icon
442
Emerson Electric
EMR
$82.4B
$207K 0.02%
1,580
-814
USB icon
443
US Bancorp
USB
$84B
$207K 0.02%
4,287
-1,935
FIDU icon
444
Fidelity MSCI Industrials Index ETF
FIDU
$1.98B
$207K 0.02%
+2,524
XDEC icon
445
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$168M
$204K 0.02%
5,088
-2,759
ILTB icon
446
iShares Core 10+ Year USD Bond ETF
ILTB
$628M
$201K 0.02%
3,979
-268
ABT icon
447
Abbott
ABT
$198B
$200K 0.02%
1,494
-999
PR icon
448
Permian Resources
PR
$13.7B
$182K 0.02%
+14,240
CIFR icon
449
Cipher Digital Inc. Common Stock
CIFR
$5.96B
$178K 0.02%
14,122
+4,122
MNR icon
450
Mach Natural Resources
MNR
$2.17B
$170K 0.02%
+12,890
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