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
$51M
AUM Growth
-$330M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$9.27M
3
+$7.51M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.64M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.58M

Top Sells

1
+$38.7M
2
+$25.6M
3
+$22.7M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$21.5M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$18.5M

Sector Composition

1 Consumer Staples 1.34%
2 Healthcare 1.22%
3 Technology 1.03%
4 Financials 0.41%
5 Industrials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$38K 0.07%
853
-2,049
52
$37K 0.07%
271
+83
53
$37K 0.07%
718
+257
54
$36K 0.07%
434
-194,580
55
$36K 0.07%
375
+125
56
$35K 0.07%
356
+147
57
$34K 0.07%
1,581
+319
58
$33K 0.06%
690
+240
59
$33K 0.06%
236
+81
60
$33K 0.06%
113
+43
61
$32K 0.06%
419
+133
62
$32K 0.06%
1,446
-1,364
63
$32K 0.06%
198
+75
64
$31K 0.06%
444
-114,594
65
$30K 0.06%
600
-56,884
66
$29K 0.06%
900
+303
67
$29K 0.06%
516
+176
68
$28K 0.05%
321
+101
69
$27K 0.05%
1,734
-164,734
70
$26K 0.05%
180
+86
71
$26K 0.05%
266
+91
72
$25K 0.05%
583
+192
73
$25K 0.05%
144
+47
74
$25K 0.05%
267
+97
75
$24K 0.05%
379
+132
1 2
3
4 5