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
DUBS icon
51
Aptus Large Cap Enhanced Yield ETF
DUBS
$277M
$6.04M 0.48%
160,224
+28,302
GTO icon
52
Invesco Total Return Bond ETF
GTO
$2.03B
$5.98M 0.48%
126,190
-15,950
VGSH icon
53
Vanguard Short-Term Treasury ETF
VGSH
$25.9B
$5.97M 0.47%
101,667
+14,921
META icon
54
Meta Platforms (Facebook)
META
$1.57T
$5.89M 0.47%
8,926
+561
VOO icon
55
Vanguard S&P 500 ETF
VOO
$852B
$5.77M 0.46%
9,193
+2,163
APH icon
56
Amphenol
APH
$188B
$5.66M 0.45%
+41,877
MBB icon
57
iShares MBS ETF
MBB
$39.2B
$5.22M 0.42%
54,835
+5,117
BRK.B icon
58
Berkshire Hathaway Class B
BRK.B
$1.07T
$5.2M 0.41%
10,346
+402
UBER icon
59
Uber
UBER
$174B
$5.11M 0.41%
62,551
+4,494
AVGO icon
60
Broadcom
AVGO
$1.65T
$5.05M 0.4%
14,603
+938
QQQ icon
61
Invesco QQQ Trust
QQQ
$409B
$4.88M 0.39%
7,937
+1,138
GLD icon
62
SPDR Gold Trust
GLD
$157B
$4.73M 0.38%
11,944
+384
ISRG icon
63
Intuitive Surgical
ISRG
$190B
$4.59M 0.37%
8,112
+1,415
SCHD icon
64
Schwab US Dividend Equity ETF
SCHD
$75.6B
$4.51M 0.36%
164,347
+48,744
SPSM icon
65
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$14.2B
$4.48M 0.36%
95,557
-19,084
BND icon
66
Vanguard Total Bond Market
BND
$147B
$4.44M 0.35%
59,953
+2,086
ACN icon
67
Accenture
ACN
$177B
$4.27M 0.34%
15,917
+3,096
LOW icon
68
Lowe's Companies
LOW
$155B
$4.14M 0.33%
17,153
+2,904
PJAN icon
69
Innovator US Equity Power Buffer ETF January
PJAN
$1.42B
$4.12M 0.33%
+87,525
PAPR icon
70
Innovator US Equity Power Buffer ETF April
PAPR
$784M
$4.11M 0.33%
+105,085
PJUL icon
71
Innovator US Equity Power Buffer ETF July
PJUL
$1.04B
$4.11M 0.33%
+88,490
POCT icon
72
Innovator US Equity Power Buffer ETF October
POCT
$1.12B
$4.08M 0.32%
+92,970
XLP icon
73
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.3B
$4.03M 0.32%
51,844
+7,624
AGG icon
74
iShares Core US Aggregate Bond ETF
AGG
$137B
$3.94M 0.31%
39,483
-5,032
CRWD icon
75
CrowdStrike
CRWD
$115B
$3.92M 0.31%
8,353
+1,241
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