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
$1.02B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$9.76M
3
+$9.7M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$9.13M
5
DIVB icon
iShares Core Dividend ETF
DIVB
+$8.95M

Top Sells

1
+$5.43M
2
+$3.78M
3
+$3.47M
4
IAU icon
iShares Gold Trust
IAU
+$3.34M
5
FAPR icon
FT Vest US Equity Buffer ETF April
FAPR
+$2.87M

Sector Composition

1 Technology 5.94%
2 Financials 3.29%
3 Consumer Discretionary 2.97%
4 Healthcare 2.91%
5 Industrials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.26M 0.51%
56,084
-4,694
52
$5.22M 0.51%
21,536
+3,340
53
$5.17M 0.51%
9,208
-1,207
54
$5.15M 0.5%
64,050
-43,198
55
$5.11M 0.5%
103,426
+10,620
56
$4.88M 0.48%
125,732
-59,913
57
$4.58M 0.45%
18,036
+4,139
58
$4.55M 0.44%
90,068
+37,766
59
$4.46M 0.44%
8,680
+687
60
$4.39M 0.43%
59,779
+3,443
61
$4.37M 0.43%
181,424
+63,033
62
$4.36M 0.43%
93,115
+29,196
63
$4.31M 0.42%
9,194
+164
64
$4.24M 0.41%
7,192
+1,376
65
$4.19M 0.41%
14,796
+2,907
66
$4.18M 0.41%
73,936
+19,881
67
$3.95M 0.39%
6,412
+1,417
68
$3.93M 0.38%
85,335
-11,314
69
$3.9M 0.38%
111,769
+41,654
70
$3.89M 0.38%
26,661
+2,405
71
$3.84M 0.38%
14,807
+2,497
72
$3.81M 0.37%
75,689
+21,204
73
$3.8M 0.37%
74,892
+67,140
74
$3.78M 0.37%
10,191
-502
75
$3.65M 0.36%
12,680
+2,255
1 2
3
4 5