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
101
$2.53M 0.25%
30,957
-17,212
102
$2.5M 0.24%
30,598
-1,819
103
$2.45M 0.24%
104,522
-5,857
104
$2.38M 0.23%
41,352
+11,957
105
$2.27M 0.22%
28,840
-34,976
106
$2.27M 0.22%
6,154
-5
107
$2.27M 0.22%
53,976
-16,684
108
$2.25M 0.22%
48,609
-1,770
109
$2.22M 0.22%
59,003
+50,261
110
$2.21M 0.22%
47,868
-4,752
111
$2.19M 0.21%
4,103
-213
112
$2.17M 0.21%
23,343
-6,803
113
$2.13M 0.21%
29,174
+12,214
114
$2.12M 0.21%
21,197
-2,124
115
$2.01M 0.2%
39,347
+3,132
116
$1.95M 0.19%
33,065
-56,619
117
$1.95M 0.19%
23,080
+307
118
$1.92M 0.19%
13,092
-408
119
$1.91M 0.19%
+54,436
120
$1.86M 0.18%
16,461
-5,092
121
$1.84M 0.18%
15,501
+3,291
122
$1.83M 0.18%
10,925
-3,752
123
$1.83M 0.18%
10,567
-284
124
$1.81M 0.18%
37,081
+385
125
$1.76M 0.17%
463
-6
3 4
5
6 7