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
$227M
AUM Growth
+$6.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$15.3M
3
+$15.2M
4
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
+$14.9M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$12.9M

Top Sells

1
+$24.8M
2
+$24.2M
3
+$16.3M
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$16.1M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$12.1M

Sector Composition

1 Technology 0.59%
2 Consumer Discretionary 0.3%
3 Industrials 0.3%
4 Utilities 0.14%
5 Energy 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 0.57%
+41,142
27
$1.27M 0.56%
+13,843
28
$1.26M 0.56%
+17,314
29
$1.25M 0.55%
+24,862
30
$1.25M 0.55%
+22,505
31
$1.24M 0.55%
+24,528
32
$1.16M 0.51%
27,615
+611
33
$1.13M 0.5%
31,301
+749
34
$1.09M 0.48%
19,398
+452
35
$500K 0.22%
8,266
+123
36
$467K 0.21%
+647
37
$459K 0.2%
5,080
+300
38
$451K 0.2%
18,722
+508
39
$431K 0.19%
+6,100
40
$425K 0.19%
9,577
-362,216
41
$420K 0.19%
+2,018
42
$419K 0.18%
+3,834
43
$416K 0.18%
5,462
-213,494
44
$390K 0.17%
+5,806
45
$387K 0.17%
14,057
-10,091
46
$330K 0.15%
2,490
-1,770
47
$329K 0.14%
+4,855
48
$315K 0.14%
+1,848
49
$314K 0.14%
+1,520
50
$296K 0.13%
+1,326
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