WA

Win Advisors Portfolio holdings

AUM $205M
1-Year Est. Return 33.81%
This Quarter Est. Return
1 Year Est. Return
+33.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12.1M
3
+$11.7M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$10.5M
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$10.1M

Top Sells

1
+$12.2M
2
+$12.1M
3
+$11M
4
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
+$10.8M
5
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$10.5M

Sector Composition

1 Healthcare 1.44%
2 Consumer Discretionary 1.39%
3 Technology 0.9%
4 Financials 0.5%
5 Materials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.45M 1.26%
6,775
-145
27
$1.91M 0.98%
+44,063
28
$1.84M 0.95%
+31,864
29
$1.77M 0.91%
+31,400
30
$1.38M 0.71%
56,846
+38,134
31
$1.17M 0.6%
27,610
+403
32
$1.01M 0.52%
+3,241
33
$998K 0.51%
+11,107
34
$982K 0.5%
+4,004
35
$960K 0.49%
+19,881
36
$933K 0.48%
15,116
+585
37
$929K 0.48%
+15,617
38
$917K 0.47%
+9,349
39
$902K 0.46%
+4,061
40
$897K 0.46%
+17,984
41
$895K 0.46%
+17,584
42
$890K 0.46%
23,670
+705
43
$888K 0.46%
+20,438
44
$873K 0.45%
+9,093
45
$856K 0.44%
19,106
-796
46
$854K 0.44%
+5,430
47
$852K 0.44%
5,089
+184
48
$799K 0.41%
+11,701
49
$650K 0.33%
10,683
+757
50
$423K 0.22%
+9,739
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