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
SNOW icon
151
Snowflake
SNOW
$91.9B
$1.76M 0.14%
+7,857
IVE icon
152
iShares S&P 500 Value ETF
IVE
$42.7B
$1.75M 0.14%
8,959
+2,842
BSV icon
153
Vanguard Short-Term Bond ETF
BSV
$38.9B
$1.71M 0.13%
21,738
+1,253
FENI icon
154
Fidelity Enhanced International ETF
FENI
$4.34B
$1.66M 0.13%
+49,852
MSI icon
155
Motorola Solutions
MSI
$65.2B
$1.65M 0.13%
3,931
+2,072
DSEP icon
156
FT Vest US Equity Deep Buffer ETF September
DSEP
$274M
$1.64M 0.13%
38,795
-34,321
EFG icon
157
iShares MSCI EAFE Growth ETF
EFG
$11.5B
$1.64M 0.13%
14,621
-6,576
RDDT icon
158
Reddit
RDDT
$39.7B
$1.63M 0.13%
+10,822
CERY
159
SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
$696M
$1.63M 0.13%
59,697
+16,691
RLI icon
160
RLI Corp
RLI
$5.72B
$1.61M 0.13%
+22,260
CYBR icon
161
CyberArk
CYBR
$25.9B
$1.58M 0.12%
+3,893
GME icon
162
GameStop
GME
$9.63B
$1.55M 0.12%
+63,588
UTHR icon
163
United Therapeutics
UTHR
$19.8B
$1.53M 0.12%
+5,339
DECW icon
164
AllianzIM U.S. Large Cap Buffer20 Dec ETF
DECW
$396M
$1.52M 0.12%
48,237
+36,733
MSTY icon
165
YieldMax MSTR Option Income Strategy ETF
MSTY
$2.71B
$1.52M 0.12%
+68,742
IUS icon
166
Invesco RAFI Strategic US ETF
IUS
$683M
$1.5M 0.12%
29,029
-74,397
ANET icon
167
Arista Networks
ANET
$171B
$1.49M 0.12%
+14,581
IWY icon
168
iShares Russell Top 200 Growth ETF
IWY
$16.4B
$1.49M 0.12%
6,027
-2,110
AIQ icon
169
Global X Artificial Intelligence & Technology ETF
AIQ
$5.57B
$1.48M 0.12%
33,980
+16,091
RNR icon
170
RenaissanceRe
RNR
$12.4B
$1.47M 0.11%
+6,039
VGT icon
171
Vanguard Information Technology ETF
VGT
$111B
$1.47M 0.11%
2,209
+273
WBD icon
172
Warner Bros
WBD
$56.8B
$1.46M 0.11%
+127,018
ARM icon
173
Arm
ARM
$158B
$1.4M 0.11%
+8,666
AIG icon
174
American International
AIG
$41.3B
$1.38M 0.11%
+16,156
USMV icon
175
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
$1.37M 0.11%
14,577
+665
5 6
7
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