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
$1.28B
AUM Growth
+$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$11.5M
3
+$10.5M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$9.19M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$7.3M

Top Sells

1
+$10.3M
2
+$9.75M
3
+$5.15M
4
DIVB icon
iShares Core Dividend ETF
DIVB
+$4.94M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.9M

Sector Composition

1 Technology 8.18%
2 Financials 3.65%
3 Consumer Discretionary 2.37%
4 Healthcare 2.04%
5 Industrials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPYG icon
26
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.4B
$11.8M 0.93%
124,160
+60,110
BIL icon
27
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
$11.1M 0.87%
120,712
-31,232
RSP icon
28
Invesco S&P 500 Equal Weight ETF
RSP
$74.5B
$10.4M 0.82%
57,426
+7,869
XLSR icon
29
State Street US Sector Rotation ETF
XLSR
$860M
$10.4M 0.81%
188,472
+16,423
VTI icon
30
Vanguard Total Stock Market ETF
VTI
$555B
$10.1M 0.79%
33,319
-7,591
DMBS icon
31
DoubleLine Mortgage ETF
DMBS
$531M
$10M 0.78%
204,113
+82,276
XLE icon
32
Energy Select Sector SPDR Fund
XLE
$27.6B
$9.95M 0.78%
117,269
+81,049
JUCY icon
33
Aptus Enhanced Yield ETF
JUCY
$217M
$9.91M 0.77%
446,014
+104,014
V icon
34
Visa
V
$647B
$9.87M 0.77%
27,806
+6,423
VWO icon
35
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$9.68M 0.76%
195,709
+51,608
ADME icon
36
Aptus Behavioral Momentum ETF
ADME
$246M
$9.56M 0.75%
198,376
+52,447
LQD icon
37
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31B
$9.42M 0.74%
85,956
-20,636
XLF icon
38
Financial Select Sector SPDR Fund
XLF
$54.7B
$9.2M 0.72%
175,758
+69,708
JEPI icon
39
JPMorgan Equity Premium Income ETF
JEPI
$41.3B
$9.02M 0.71%
158,715
-11,836
JPM icon
40
JPMorgan Chase
JPM
$861B
$8.99M 0.7%
30,994
+3,136
XLC icon
41
The Communication Services Select Sector SPDR Fund
XLC
$27.2B
$8.22M 0.64%
75,751
+43,214
XLU icon
42
Utilities Select Sector SPDR Fund
XLU
$22B
$7.62M 0.6%
93,358
+64,518
WMT icon
43
Walmart
WMT
$821B
$7.5M 0.59%
76,658
+2,736
PWR icon
44
Quanta Services
PWR
$66.5B
$7.36M 0.58%
19,472
+1,436
IBIT icon
45
iShares Bitcoin Trust
IBIT
$79.2B
$7.27M 0.57%
118,761
+25,646
SPEM icon
46
SPDR Portfolio Emerging Markets ETF
SPEM
$14.7B
$6.6M 0.52%
154,315
-41,643
VB icon
47
Vanguard Small-Cap ETF
VB
$67.5B
$6.55M 0.51%
27,636
+1,446
NOW icon
48
ServiceNow
NOW
$180B
$6.44M 0.5%
6,261
+5,318
XLRE icon
49
Real Estate Select Sector SPDR Fund
XLRE
$7.73B
$6.43M 0.5%
155,272
+126,821
TLT icon
50
iShares 20+ Year Treasury Bond ETF
TLT
$48.4B
$6.42M 0.5%
72,764
-58,349
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