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
$267M
AUM Growth
-$3.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$59.1M
2
+$3.69M
3
+$3.2M
4
FCOM icon
Fidelity MSCI Communication Services Index ETF
FCOM
+$3.12M
5
XTN icon
SPDR S&P Transportation ETF
XTN
+$3.07M

Top Sells

1
+$78.8M
2
+$277K
3
+$237K
4
INCE
Franklin Income Equity Focus ETF
INCE
+$201K
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$176K

Sector Composition

1 Healthcare 0.19%
2 Industrials 0.12%
3 Technology 0.11%
4 Financials 0.1%
5 Consumer Staples 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$65K 0.02%
905
27
$63K 0.02%
351
+30
28
$57.2K 0.02%
+2,117
29
$57.1K 0.02%
+2,028
30
$55.9K 0.02%
+1,186
31
$53.9K 0.02%
661
-240
32
$53.5K 0.02%
1,218
33
$53.5K 0.02%
+2,153
34
$53K 0.02%
962
-217
35
$51.1K 0.02%
898
+91
36
$50K 0.02%
936
+770
37
$48.4K 0.02%
1,163
-262
38
$47.1K 0.02%
262
+218
39
$46.7K 0.02%
410
+339
40
$46.6K 0.02%
772
-323
41
$45K 0.02%
+693
42
$44.7K 0.02%
+71
43
$44.6K 0.02%
870
+66
44
$44.2K 0.02%
+222
45
$43.5K 0.02%
+1,428
46
$43.2K 0.02%
+227
47
$42.7K 0.02%
458
+59
48
$42.5K 0.02%
760
+80
49
$42.4K 0.02%
+99
50
$42.3K 0.02%
+134
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