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Win Advisors Portfolio holdings
AUM
$281M
1-Year Est. Return
93.52%
This Fund
S&P 500
This Quarter
Est. Return
+10.11%
1 Year Est. Return
+93.52%
3 Year Est. Return
+226.34%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$437M
AUM Growth
–
Cap. Flow
+$423M
Cap. Flow
% of AUM
96.97%
Top 10 Holdings %
Top 10 Hldgs %
62.68%
Holding
64
New
64
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$56.8M |
| 2 |
Vanguard Morningstar Mega Cap ETF
MGC
|
+$28.9M |
| 3 |
iShares ESG Optimized MSCI USA ETF
SUSA
|
+$25.1M |
| 4 |
Invesco S&P 500 GARP ETF
SPGP
|
+$24.1M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$23.3M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|
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Win Advisors's Q4 2021 Portfolio in Review
Q4 2021 is the first quarter with a 13F filing on record for Win Advisors, which disclosed 64 positions worth $437M. Its ten largest holdings account for 63% of the portfolio.
Its largest position is WisdomTree Trust WisdomTree US Quality Dividend Growth Fund: 903,991 shares worth $59.5M.
- Win Advisors's largest Q4 2021 buy was WisdomTree Trust WisdomTree US Quality Dividend Growth Fund: 903,991 shares worth $59.5M.
- Win Advisors's ten largest holdings make up 63% of its $437M portfolio in Q4 2021.
- Win Advisors disclosed 64 positions in Q4 2021, its first 13F filing on record.
Based on Win Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.