WA

Win Advisors Portfolio holdings

AUM $207M
1-Year Est. Return 30.13%
This Quarter Est. Return
1 Year Est. Return
+30.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$437M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$59.5M
2
+$29.8M
3
+$25.9M
4
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$25.3M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$24M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.31M 0.76%
+39,175
27
$3.08M 0.71%
+205,247
28
$2.86M 0.66%
+69,156
29
$2.07M 0.47%
+101,296
30
$1.9M 0.43%
+20,834
31
$1.71M 0.39%
+23,799
32
$1.68M 0.38%
+25,965
33
$1.67M 0.38%
+35,822
34
$904K 0.21%
+23,331
35
$895K 0.21%
+15,309
36
$893K 0.2%
+27,488
37
$804K 0.18%
+12,981
38
$804K 0.18%
+5,142
39
$795K 0.18%
+17,171
40
$789K 0.18%
+4,540
41
$603K 0.14%
+9,283
42
$593K 0.14%
+23,326
43
$515K 0.12%
+5,721
44
$367K 0.08%
+6,513
45
$264K 0.06%
+1,450
46
$191K 0.04%
+3,804
47
$130K 0.03%
+1,180
48
$104K 0.02%
+3,626
49
$103K 0.02%
+2,918
50
$52K 0.01%
+646
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