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
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