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
76
$3.61M 0.35%
18,293
-6,646
77
$3.61M 0.35%
22,574
+5,735
78
$3.48M 0.34%
20,357
-2,486
79
$3.38M 0.33%
36,220
+4,490
80
$3.28M 0.32%
34,421
-722
81
$3.26M 0.32%
156,045
+53,877
82
$3.25M 0.32%
19,068
+356
83
$3.14M 0.31%
32,537
-5,162
84
$3.03M 0.3%
29,332
+11,588
85
$3M 0.29%
19,383
+3,546
86
$2.98M 0.29%
72,805
-70,172
87
$2.97M 0.29%
22,689
-8,028
88
$2.95M 0.29%
+127,304
89
$2.9M 0.28%
73,116
-2,312
90
$2.9M 0.28%
93,841
+27,893
91
$2.86M 0.28%
67,778
+59,907
92
$2.85M 0.28%
4,940
+950
93
$2.85M 0.28%
7,769
+213
94
$2.74M 0.27%
12,959
-11,772
95
$2.72M 0.27%
52,472
+43,695
96
$2.63M 0.26%
69,768
-68,875
97
$2.6M 0.25%
100,573
+2,761
98
$2.6M 0.25%
44,103
-2,842
99
$2.59M 0.25%
8,290
-494
100
$2.58M 0.25%
98,543
-8,174
2 3
4
5 6