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
$1.28B
AUM Growth
+$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$11.5M
3
+$10.5M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$9.19M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$7.3M

Top Sells

1
+$10.3M
2
+$9.75M
3
+$5.15M
4
DIVB icon
iShares Core Dividend ETF
DIVB
+$4.94M
5
AGG icon
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 Change
in Stake 		Capital Flow
GLD icon
76
SPDR Gold Trust
GLD
$131B
$4.81M 0.38%
15,791
+3,111
VUG icon
77
Vanguard Growth ETF
VUG
$200B
$4.74M 0.37%
10,816
+625
SMAY icon
78
FT Vest US Small Cap Moderate Buffer ETF May
SMAY
$99.2M
$4.74M 0.37%
+197,779
CHE icon
79
Chemed
CHE
$6.26B
$4.67M 0.36%
9,586
+3,174
VOO icon
80
Vanguard S&P 500 ETF
VOO
$774B
$4.47M 0.35%
7,869
-811
XLV icon
81
Health Care Select Sector SPDR Fund
XLV
$36.8B
$4.46M 0.35%
33,072
+6,411
BND icon
82
Vanguard Total Bond Market
BND
$137B
$4.36M 0.34%
59,197
-582
UBER icon
83
Uber
UBER
$194B
$4.29M 0.34%
45,960
+16,786
FAPR icon
84
FT Vest US Equity Buffer ETF April
FAPR
$880M
$4.27M 0.33%
101,161
+28,356
MBB icon
85
iShares MBS ETF
MBB
$41.6B
$4.24M 0.33%
45,133
-10,951
IVV icon
86
iShares Core S&P 500 ETF
IVV
$675B
$4.19M 0.33%
6,745
-2,463
IDUB icon
87
Aptus International Enhanced Yield ETF
IDUB
$361M
$4.18M 0.33%
187,822
+31,777
SMH icon
88
VanEck Semiconductor ETF
SMH
$35.8B
$4.08M 0.32%
14,639
+1,680
QUAL icon
89
iShares MSCI USA Quality Factor ETF
QUAL
$53.7B
$3.83M 0.3%
20,960
+603
STIP icon
90
iShares 0-5 Year TIPS Bond ETF
STIP
$12.9B
$3.83M 0.3%
37,189
+7,857
BRK.B icon
91
Berkshire Hathaway Class B
BRK.B
$1.07T
$3.74M 0.29%
7,690
+3,587
FLBL icon
92
Franklin Senior Loan ETF
FLBL
$1.2B
$3.67M 0.29%
151,305
-30,119
XOM icon
93
Exxon Mobil
XOM
$508B
$3.48M 0.27%
32,307
+16,806
FRDM icon
94
Freedom 100 Emerging Markets ETF
FRDM
$1.56B
$3.47M 0.27%
85,799
+31,363
IUSB icon
95
iShares Core Universal USD Bond ETF
IUSB
$33.4B
$3.45M 0.27%
74,588
-10,747
DUBS icon
96
Aptus Large Cap Enhanced Yield ETF
DUBS
$265M
$3.38M 0.26%
100,009
+6,168
XLY icon
97
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.5B
$3.35M 0.26%
15,425
-2,868
NFLX icon
98
Netflix
NFLX
$477B
$3.34M 0.26%
2,491
+1,869
SPMD icon
99
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.5B
$3.29M 0.26%
60,422
+21,075
XLP icon
100
Consumers Staples Select Sector SPDR Fund
XLP
$15.1B
$3.26M 0.25%
40,251
+9,294
2 3
4
5 6