SAW
Signal Advisors Wealth Portfolio holdings
AUM
$1.28B
This Quarter Return
+7.96%
1 Year Return
+14.3%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.28B
AUM Growth
+$1.28B
(+25%)
Cap. Flow
+$193M
Cap. Flow
% of AUM
15.11%
Top 10 Holdings %
Top 10 Hldgs %
22.94%
Holding
551
New
121
Increased
198
Reduced
141
Closed
87
Top Buys
Top Sells
| 1 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$10.3M |
| 2 |
FT Vest US Equity Deep Buffer ETF January
DJAN
|
$9.75M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$5.15M |
| 4 |
iShares Core Dividend ETF
DIVB
|
$4.94M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Rollins
ROL
$27.4B
| – | – |
-31,738
| Closed | -$1.71M |
|