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
$381M
AUM Growth
-$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$25.7M
3
+$25.6M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$22.7M
5
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$19.5M

Top Sells

1
+$52M
2
+$27.9M
3
+$22.9M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$21.1M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$19M

Sector Composition

1 Financials 0.26%
2 Technology 0.26%
3 Healthcare 0.18%
4 Energy 0.17%
5 Materials 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$192K 0.05%
+2,223
52
$190K 0.05%
+940
53
$187K 0.05%
3,869
-354,384
54
$187K 0.05%
+4,523
55
$185K 0.05%
+1,627
56
$177K 0.05%
3,606
-65,912
57
$174K 0.05%
+1,316
58
$169K 0.04%
+905
59
$169K 0.04%
+997
60
$168K 0.04%
+2,926
61
$167K 0.04%
+1,303
62
$163K 0.04%
+3,784
63
$162K 0.04%
+4,450
64
$161K 0.04%
+646
65
$160K 0.04%
+2,335
66
$159K 0.04%
439
-33,541
67
$157K 0.04%
+323
68
$155K 0.04%
+1,995
69
$154K 0.04%
+1,332
70
$154K 0.04%
2,902
-196,503
71
$150K 0.04%
943
-72,577
72
$150K 0.04%
+2,637
73
$144K 0.04%
+1,157
74
$143K 0.04%
2,877
-927
75
$134K 0.04%
+3,841
1 2
3
4 5