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
1
$41M 4.01%
73,296
+13,241
2
$35.4M 3.46%
538,060
+138,798
3
$29.2M 2.86%
602,314
+184,425
4
$25.3M 2.48%
287,923
+88,405
5
$24.4M 2.39%
478,525
+282,612
6
$23.9M 2.34%
241,844
+79,607
7
$20.9M 2.05%
412,073
+74,923
8
$20.7M 2.02%
535,020
+189,174
9
$18.7M 1.83%
443,264
+187,139
10
$18.1M 1.77%
93,922
+6,715
11
$16.4M 1.61%
575,854
+9,507
12
$14.9M 1.46%
547,939
+248,221
13
$13.9M 1.36%
151,944
+86,794
14
$11.9M 1.17%
131,113
+107,189
15
$11.8M 1.15%
288,663
+47,956
16
$11.6M 1.13%
106,592
+36,868
17
$11.2M 1.1%
40,910
+25,285
18
$10M 0.98%
26,651
+3,000
19
$9.75M 0.95%
170,551
-66,221
20
$9.7M 0.95%
+255,421
21
$9.5M 0.93%
194,460
+50,201
22
$8.73M 0.85%
172,049
+9,766
23
$8.66M 0.85%
38,978
-2,013
24
$8.58M 0.84%
49,557
+9,665
25
$8.51M 0.83%
193,828
+74,561
1
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