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
$1.1B
AUM Growth
-$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$10.1M
3
+$9.59M
4
AMT icon
American Tower
AMT
+$8.07M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$6.75M

Top Sells

1
+$28.8M
2
+$25.4M
3
+$24.3M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$23.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$18.1M

Sector Composition

1 Technology 12.37%
2 Financials 4.86%
3 Consumer Discretionary 3.09%
4 Healthcare 2.81%
5 Industrials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JULM
551
FT Vest U.S. Equity Max Buffer ETF - July
JULM
$29.2M
– –
-9,343
PLTY
552
YieldMax PLTR Option Income Strategy ETF
PLTY
$582M
– –
-3,190
ZDEK
553
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
$90.4M
– –
-13,279
QCJA
554
FT Vest Nasdaq-100 Conservative Buffer ETF - January
QCJA
$45.8M
– –
-244,316
FEBM
555
FT Vest U.S. Equity Max Buffer ETF - February
FEBM
$52M
– –
-37,164
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