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
$1.02B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$9.76M
3
+$9.7M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$9.13M
5
DIVB icon
iShares Core Dividend ETF
DIVB
+$8.95M

Top Sells

1
+$5.43M
2
+$3.78M
3
+$3.47M
4
IAU icon
iShares Gold Trust
IAU
+$3.34M
5
FAPR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.48M 0.83%
78,202
+13,390
27
$8.36M 0.82%
188,449
+21,024
28
$7.81M 0.76%
342,000
+63,715
29
$7.71M 0.75%
195,958
+7,591
30
$7.7M 0.75%
200,898
+64,427
31
$7.49M 0.73%
21,383
+4,007
32
$7.33M 0.72%
124,918
+12,749
33
$7.31M 0.71%
178,663
+58,991
34
$7.26M 0.71%
199,452
+17,068
35
$6.83M 0.67%
27,858
+3,237
36
$6.68M 0.65%
35,101
+1,978
37
$6.68M 0.65%
32,329
-344
38
$6.55M 0.64%
188,052
+64,464
39
$6.52M 0.64%
144,101
+5,045
40
$6.51M 0.64%
232,814
-44,482
41
$6.49M 0.63%
73,922
+5,315
42
$6.48M 0.63%
145,929
+51,380
43
$6.31M 0.62%
154,809
-133,262
44
$6.08M 0.59%
121,867
+55,127
45
$5.98M 0.58%
121,837
+102,701
46
$5.97M 0.58%
11,408
+2,293
47
$5.81M 0.57%
26,190
+4,146
48
$5.46M 0.53%
231,265
-61,526
49
$5.28M 0.52%
106,050
-16,099
50
$5.27M 0.52%
316,979
+91,953
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