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
$271M
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$226M
2
+$36.9M
3
+$239K
4
CDNS icon
Cadence Design Systems
CDNS
+$169K
5
PGNY icon
Progyny
PGNY
+$163K

Top Sells

1
+$20.4M
2
+$8.3M
3
+$7.51M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.64M
5
VAW icon
Vanguard Materials ETF
VAW
+$1.6M

Sector Composition

1 Healthcare 0.14%
2 Consumer Staples 0.14%
3 Technology 0.12%
4 Financials 0.12%
5 Industrials 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$47K 0.02%
1,218
-1,189
27
$46K 0.02%
321
+5
28
$46K 0.02%
802
-9
29
$40K 0.01%
807
+89
30
$38K 0.01%
399
-6
31
$36K 0.01%
853
32
$35K 0.01%
804
-239
33
$33K 0.01%
271
34
$33K 0.01%
110
-3
35
$31K 0.01%
116
+38
36
$31K 0.01%
387
-47
37
$30K 0.01%
680
-10
38
$30K 0.01%
237
-241
39
$30K 0.01%
370
-5
40
$30K 0.01%
444
41
$29K 0.01%
355
-64
42
$29K 0.01%
885
-15
43
$28K 0.01%
309
-47
44
$27K 0.01%
1,268
-178
45
$27K 0.01%
230
-6
46
$26K 0.01%
319
-2
47
$26K 0.01%
+835
48
$25K 0.01%
110
-80
49
$25K 0.01%
1,734
50
$25K 0.01%
514
-2
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2
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