SAW

Signal Advisors Wealth Portfolio holdings

AUM $1.26B
1-Year Est. Return 14.54%
This Quarter Est. Return
1 Year Est. Return
+14.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$5.66M
3
+$5.32M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$5.3M
5
PJAN icon
Innovator US Equity Power Buffer ETF January
PJAN
+$4.12M

Top Sells

1
+$4.38M
2
+$4.26M
3
+$2.74M
4
GOVI icon
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
+$2.15M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.39M

Sector Composition

1 Technology 12.02%
2 Financials 4.51%
3 Healthcare 3.06%
4 Consumer Discretionary 3.05%
5 Industrials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LCTU icon
526
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.44B
– –
-3,841
JANT icon
527
AllianzIM U.S. Equity Buffer10 Jan ETF
JANT
$57.3M
– –
-5,922
ILTB icon
528
iShares Core 10+ Year USD Bond ETF
ILTB
$627M
– –
-3,979
IETC icon
529
iShares US Tech Independence Focused ETF
IETC
$944M
– –
-3,377
GSEP icon
530
FT Vest US Equity Moderate Buffer ETF September
GSEP
$480M
– –
-5,998
GOOY icon
531
YieldMax GOOGL Option Income Strategy ETF
GOOY
$241M
– –
-11,791
FTCB icon
532
First Trust Core Investment Grade ETF
FTCB
$1.83B
– –
-21,912
FENI icon
533
Fidelity Enhanced International ETF
FENI
$6.28B
– –
-10,092
FDNI icon
534
First Trust Dow Jones International Internet ETF
FDNI
$49.9M
– –
-6,268
DSI icon
535
iShares MSCI KLD 400 Social ETF
DSI
$5.21B
– –
-1,940
CRM icon
536
Salesforce
CRM
$215B
– –
-918
CLSM icon
537
Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF
CLSM
$107M
– –
-16,353
CIFR icon
538
Cipher Mining
CIFR
$7.57B
– –
-14,122
CAVA icon
539
CAVA Group
CAVA
$8.33B
– –
-5,116
ARKW icon
540
ARK Web x.0 ETF
ARKW
$2.1B
– –
-1,698
18 19 20 21
22