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
201
$891K 0.09%
1,800
+206
202
$881K 0.09%
5,265
-399
203
$869K 0.09%
2,465
+302
204
$860K 0.08%
13,421
+8,774
205
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27,213
+6,095
206
$845K 0.08%
16,549
+359
207
$844K 0.08%
25,392
+1,879
208
$833K 0.08%
2,238
+133
209
$824K 0.08%
18,120
-3,302
210
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20,008
+3,467
211
$814K 0.08%
+1,859
212
$814K 0.08%
5,427
-1,560
213
$813K 0.08%
13,694
-3,387
214
$812K 0.08%
10,730
-884
215
$800K 0.08%
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-556
216
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32,926
+5,316
217
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5,648
-656
218
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18,899
-17,762
219
$788K 0.08%
34,295
-4,327
220
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6,042
-1,631
221
$776K 0.08%
19,823
-1,434
222
$765K 0.07%
24,407
-17,435
223
$751K 0.07%
+943
224
$749K 0.07%
907
-8
225
$732K 0.07%
13,279
-1,433
7 8
9
10 11