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
126
$1.75M 0.17%
54,677
+3,684
127
$1.72M 0.17%
17,539
-67
128
$1.72M 0.17%
8,137
+322
129
$1.71M 0.17%
31,738
+826
130
$1.65M 0.16%
1,744
+603
131
$1.6M 0.16%
20,485
+462
132
$1.6M 0.16%
32,821
-3,597
133
$1.6M 0.16%
16,179
-97
134
$1.54M 0.15%
2,719
-14
135
$1.53M 0.15%
11,744
-157
136
$1.52M 0.15%
36,521
+2,613
137
$1.52M 0.15%
12,859
-91
138
$1.52M 0.15%
6,579
-55
139
$1.52M 0.15%
28,484
+2,559
140
$1.52M 0.15%
2,778
+432
141
$1.52M 0.15%
3,258
+589
142
$1.49M 0.15%
47,514
+5,154
143
$1.48M 0.14%
6,381
+1,932
144
$1.46M 0.14%
4,233
-104
145
$1.46M 0.14%
+102,361
146
$1.44M 0.14%
18,890
-78
147
$1.41M 0.14%
8,531
+562
148
$1.4M 0.14%
36,808
-207
149
$1.4M 0.14%
4,249
-85
150
$1.4M 0.14%
13,918
+9,570
4 5
6
7 8