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
LIN icon
76
Linde
LIN
$204B
$3.88M 0.31%
9,099
+2,147
NFLX icon
77
Netflix
NFLX
$373B
$3.66M 0.29%
39,057
+9,017
FAPR icon
78
FT Vest US Equity Buffer ETF April
FAPR
$977M
$3.64M 0.29%
81,862
+13,257
SGOV icon
79
iShares 0-3 Month Treasury Bond ETF
SGOV
$70.3B
$3.63M 0.29%
36,167
+7,678
MSI icon
80
Motorola Solutions
MSI
$66.5B
$3.62M 0.29%
9,441
+2,304
VUG icon
81
Vanguard Growth ETF
VUG
$203B
$3.6M 0.29%
7,376
+632
PGF icon
82
Invesco Financial Preferred ETF
PGF
$777M
$3.45M 0.27%
244,105
+30,016
VGLT icon
83
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
$3.42M 0.27%
61,206
+5,433
PG icon
84
Procter & Gamble
PG
$337B
$3.39M 0.27%
23,644
+3,623
XLF icon
85
State Street Financial Select Sector SPDR ETF
XLF
$53.8B
$3.25M 0.26%
59,334
+13,053
IWY icon
86
iShares Russell Top 200 Growth ETF
IWY
$16.1B
$3.21M 0.26%
11,604
-357
GOVI icon
87
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$879M
$3.03M 0.24%
110,067
-78,052
SPMD icon
88
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$16B
$3M 0.24%
51,844
-86
DVN icon
89
Devon Energy
DVN
$22.8B
$3M 0.24%
81,934
+1,346
TMO icon
90
Thermo Fisher Scientific
TMO
$235B
$2.79M 0.22%
4,809
+380
VCIT icon
91
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$59.7B
$2.78M 0.22%
33,235
+1,417
UNH icon
92
UnitedHealth
UNH
$302B
$2.77M 0.22%
8,396
+1,235
DYNF icon
93
BlackRock US Equity Factor Rotation ETF
DYNF
$31.4B
$2.71M 0.22%
44,569
-1,555
ROP icon
94
Roper Technologies
ROP
$44.6B
$2.7M 0.22%
6,074
-9,831
IVW icon
95
iShares S&P 500 Growth ETF
IVW
$67B
$2.68M 0.21%
21,738
-372
ELV icon
96
Elevance Health
ELV
$83.5B
$2.67M 0.21%
7,605
+1,176
SHW icon
97
Sherwin-Williams
SHW
$88.4B
$2.64M 0.21%
8,140
+1,362
NEE icon
98
NextEra Energy
NEE
$174B
$2.62M 0.21%
32,599
+4,306
XLG icon
99
Invesco S&P 500 Top 50 ETF
XLG
$11.6B
$2.61M 0.21%
44,074
+16,949
SPTL icon
100
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$11B
$2.58M 0.21%
97,483
+71,834
2 3
4
5 6