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
$1.46B
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
608
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$10.7M
3
+$8.79M
4
VB icon
Vanguard Small-Cap ETF
VB
+$6.93M
5
NVDA icon
NVIDIA
NVDA
+$6.87M

Top Sells

1
+$9.07M
2
+$4.24M
3
+$2.93M
4
GOVI icon
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
+$2.47M
5
SHW icon
Sherwin-Williams
SHW
+$2.25M

Sector Composition

1 Technology 12.18%
2 Financials 4.46%
3 Healthcare 2.89%
4 Consumer Discretionary 2.88%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NMZ icon
526
Nuveen Municipal High Income Opportunity Fund
NMZ
$1.22B
$236K 0.02%
+22,698
APA icon
527
APA Corp
APA
$12.9B
$234K 0.02%
+5,512
EEMV icon
528
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.45B
$232K 0.02%
3,591
+80
SUN icon
529
Sunoco
SUN
$11.9B
$231K 0.02%
+3,556
FIDU icon
530
Fidelity MSCI Industrials Index ETF
FIDU
$2.03B
$230K 0.02%
2,662
+83
MGC icon
531
Vanguard Mega Cap 300 Index ETF
MGC
$9.26B
$229K 0.02%
+970
BDJ icon
532
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.63B
$228K 0.02%
+26,499
SMCI icon
533
Super Micro Computer
SMCI
$16.8B
$228K 0.02%
10,019
-2,988
HIG icon
534
Hartford Financial Services
HIG
$38.7B
$228K 0.02%
1,687
-58
SU icon
535
Suncor Energy
SU
$73.2B
$225K 0.02%
+3,399
FRO icon
536
Frontline
FRO
$8.04B
$223K 0.02%
+6,387
ECL icon
537
Ecolab
ECL
$78.5B
$222K 0.02%
836
+23
ITOT icon
538
iShares Core S&P Total US Stock Market ETF
ITOT
$87.6B
$222K 0.02%
+1,559
EPS icon
539
WisdomTree US LargeCap Fund
EPS
$1.46B
$221K 0.02%
+3,249
JMEE icon
540
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.64B
$221K 0.02%
+3,310
CSQ icon
541
Calamos Strategic Total Return Fund
CSQ
$3.1B
$221K 0.02%
12,885
ED icon
542
Consolidated Edison
ED
$40.7B
$220K 0.02%
+1,947
FLTR icon
543
VanEck IG Floating Rate ETF
FLTR
$2.67B
$220K 0.02%
+8,634
FTGC icon
544
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.55B
$220K 0.02%
+7,646
SCCO icon
545
Southern Copper
SCCO
$158B
$217K 0.01%
+1,264
RSPT icon
546
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.49B
$217K 0.01%
+4,797
ISPY icon
547
ProShares S&P 500 High Income ETF
ISPY
$1.25B
$217K 0.01%
4,996
-190
IGM icon
548
iShares Expanded Tech Sector ETF
IGM
$9.19B
$216K 0.01%
1,823
-220
PEY icon
549
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.04B
$215K 0.01%
10,054
-422
LOW icon
550
Lowe's Companies
LOW
$140B
$214K 0.01%
907
-16,246
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