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
$267M
AUM Growth
-$3.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$59.1M
2
+$3.69M
3
+$3.2M
4
FCOM icon
Fidelity MSCI Communication Services Index ETF
FCOM
+$3.12M
5
XTN icon
SPDR S&P Transportation ETF
XTN
+$3.07M

Top Sells

1
+$78.8M
2
+$277K
3
+$237K
4
INCE
Franklin Income Equity Focus ETF
INCE
+$201K
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$176K

Sector Composition

1 Healthcare 0.19%
2 Industrials 0.12%
3 Technology 0.11%
4 Financials 0.1%
5 Consumer Staples 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$41.6K 0.02%
+135
52
$41.4K 0.02%
+346
53
$39.8K 0.01%
394
+24
54
$38.9K 0.01%
126
+10
55
$38.4K 0.01%
853
56
$36.1K 0.01%
+780
57
$35.3K 0.01%
972
+87
58
$33.3K 0.01%
354
+45
59
$32.9K 0.01%
371
+124
60
$32.6K 0.01%
377
+58
61
$31.6K 0.01%
388
+25
62
$31.4K 0.01%
237
63
$30.8K 0.01%
+56
64
$30.2K 0.01%
115
+5
65
$29.4K 0.01%
647
+72
66
$29.2K 0.01%
263
67
$29K 0.01%
454
-348
68
$28.8K 0.01%
+332
69
$28.5K 0.01%
160
+17
70
$27.8K 0.01%
160
+24
71
$27.7K 0.01%
581
+44
72
$27.4K 0.01%
184
-1,590
73
$27.3K 0.01%
274
+23
74
$26.3K 0.01%
283
-72
75
$25.6K 0.01%
853
+119
1 2
3
4 5