Portfolio (Quarterly)
Guide ↗
Signal Advisors Wealth, LLC
· CIK 0002010926| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | ENS | ENERSYS | Industrials | 874.0 | $204K | 0.01% | NEW | — | $233.82 | -17.3% |
| 102 | DRAM | ROUNDHILL ETF TRUST | — | 2,758.0 | $204K | 0.01% | NEW | — | $73.85 | -23.5% |
| 103 | IWO | ISHARES TR | — | 517.0 | $204K | 0.01% | NEW | — | $393.85 | -2.2% |
| 104 | BOE | BLACKROCK ENHANCED GLOBAL | Financial Services | 12,656.0 | $153K | 0.01% | NEW | — | $12.09 | +3.3% |
| 105 | UUUU | ENERGY FUELS INC | Energy | 10,041.0 | $146K | 0.01% | NEW | — | $14.50 | +7.3% |
| 106 | VRRM | VERRA MOBILITY CORP | Technology | 12,457.0 | $53K | 0.00% | NEW | — | $4.25 | +3.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
31.6%
Financial Services
20.2%
Healthcare
9.2%
Consumer Cyclical
9.0%
Industrials
8.4%
Communication Services
7.4%
Energy
4.8%
Consumer Defensive
4.6%
Real Estate
1.9%
Utilities
1.8%