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
$437M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$59.5M
2
+$29.8M
3
+$25.9M
4
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$25.3M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$24M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$40K 0.01%
+936
52
$35K 0.01%
+620
53
$34K 0.01%
+605
54
$30K 0.01%
+225
55
$20K ﹤0.01%
+227
56
$8K ﹤0.01%
+99
57
$5K ﹤0.01%
+91
58
$3K ﹤0.01%
+68
59
$2K ﹤0.01%
+16
60
$1K ﹤0.01%
+10
61
$1K ﹤0.01%
+9
62
$1K ﹤0.01%
+22
63
$1K ﹤0.01%
+18
64
– –
0
65
– –
0
66
– –
0
67
$0 ﹤0.01%
+4
68
– –
0
69
– –
0
70
– –
0
71
– –
0
1 2
3