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
151
$1.39M 0.14%
2,972
-4
152
$1.35M 0.13%
5,036
-188
153
$1.35M 0.13%
+64,195
154
$1.33M 0.13%
3,055
-9
155
$1.32M 0.13%
13,898
+1,011
156
$1.31M 0.13%
53,061
-65,183
157
$1.3M 0.13%
13,912
+1,880
158
$1.28M 0.13%
6,280
+33
159
$1.26M 0.12%
50,544
-355
160
$1.24M 0.12%
20,042
+54
161
$1.24M 0.12%
9,489
-41
162
$1.22M 0.12%
27,480
-5,828
163
$1.22M 0.12%
18,736
+1,028
164
$1.21M 0.12%
3,863
+518
165
$1.2M 0.12%
19,948
+1,218
166
$1.2M 0.12%
3,116
-1,108
167
$1.19M 0.12%
43,006
+19,031
168
$1.19M 0.12%
28,451
-31,734
169
$1.18M 0.12%
21,949
-1,169
170
$1.18M 0.12%
16,262
+6
171
$1.18M 0.12%
5,066
+902
172
$1.17M 0.11%
13,448
+777
173
$1.17M 0.11%
6,117
-2,922
174
$1.16M 0.11%
13,322
+578
175
$1.15M 0.11%
13,980
+627
5 6
7
8 9