SAW
Signal Advisors Wealth Portfolio holdings
AUM
$1.28B
1-Year Return
14.3%
This Quarter Return
-1.16%
1 Year Return
+14.3%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.02B
AUM Growth
+$139M
(+16%)
Cap. Flow
+$156M
Cap. Flow
% of AUM
15.29%
Top 10 Holdings %
Top 10 Hldgs %
25.2%
Holding
470
New
46
Increased
209
Reduced
166
Closed
40
Top Buys
| 1 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$14.4M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$9.76M |
| 3 |
FT Vest US Equity Deep Buffer ETF January
DJAN
|
+$9.7M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$9.13M |
| 5 |
iShares Core Dividend ETF
DIVB
|
+$8.95M |
Top Sells
| 1 |
Amplify CWP Enhanced Dividend Income ETF
DIVO
|
+$5.43M |
| 2 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$3.78M |
| 3 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$3.47M |
| 4 |
iShares Gold Trust
IAU
|
+$3.34M |
| 5 |
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% |
