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
SPLB icon
126
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$905M
$2.15M 0.17%
+95,176
JANW icon
127
AllianzIM U.S. Large Cap Buffer20 Jan ETF
JANW
$296M
$2.04M 0.16%
58,502
+46,029
SCHZ icon
128
Schwab US Aggregate Bond ETF
SCHZ
$9B
$2.03M 0.16%
87,238
+40,441
DMAR icon
129
FT Vest US Equity Deep Buffer ETF March
DMAR
$365M
$2.02M 0.16%
50,931
-18,837
SFLR icon
130
Innovator Equity Managed Floor ETF
SFLR
$1.09B
$2.01M 0.16%
59,759
+12,245
DYNF icon
131
BlackRock US Equity Factor Rotation ETF
DYNF
$26.7B
$2M 0.16%
36,740
+3,919
BNDX icon
132
Vanguard Total International Bond ETF
BNDX
$69.6B
$1.99M 0.16%
40,197
+3,116
RWR icon
133
State Street SPDR Dow Jones REIT ETF
RWR
$1.87B
$1.97M 0.15%
+20,471
DAUG icon
134
FT Vest US Equity Deep Buffer ETF August
DAUG
$361M
$1.97M 0.15%
47,337
-78,395
LOW icon
135
Lowe's Companies
LOW
$132B
$1.97M 0.15%
8,858
+3,792
IEMG icon
136
iShares Core MSCI Emerging Markets ETF
IEMG
$114B
$1.96M 0.15%
32,630
+10,681
ACN icon
137
Accenture
ACN
$150B
$1.94M 0.15%
6,505
+2,642
JNK icon
138
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$8.15B
$1.94M 0.15%
19,921
-14,500
GWX icon
139
SPDR S&P International Small Cap ETF
GWX
$925M
$1.94M 0.15%
52,073
-2,604
CRWD icon
140
CrowdStrike
CRWD
$139B
$1.93M 0.15%
3,785
+1,320
CB icon
141
Chubb
CB
$114B
$1.86M 0.15%
+6,408
FNDX icon
142
Schwab Fundamental US Large Company Index ETF
FNDX
$21.2B
$1.84M 0.14%
75,171
-156,094
ISRG icon
143
Intuitive Surgical
ISRG
$204B
$1.83M 0.14%
3,360
+1,560
HD icon
144
Home Depot
HD
$372B
$1.82M 0.14%
4,973
-2,796
CI icon
145
Cigna
CI
$70.6B
$1.82M 0.14%
5,493
+3,666
IAU icon
146
iShares Gold Trust
IAU
$62.6B
$1.81M 0.14%
29,023
-4,042
SHOP icon
147
Shopify
SHOP
$207B
$1.81M 0.14%
15,666
+1,768
WAT icon
148
Waters Corp
WAT
$22.8B
$1.79M 0.14%
5,128
-1,026
SPAB icon
149
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$8.66B
$1.78M 0.14%
69,672
+61,159
AMGN icon
150
Amgen
AMGN
$181B
$1.76M 0.14%
6,300
+4,431
4 5
6
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