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
$74.8M
AUM Growth
-$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$2.45M
3
+$2.23M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.14M
5
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$2.1M

Top Sells

1
+$192M
2
+$3.76M
3
+$3.75M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$3.33M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$3.29M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-3,492
52
– –
-9,162
53
– –
-26,983
54
– –
-56,105
55
– –
-20,642
56
– –
-60,095
57
– –
-31,757
58
– –
-7,771
59
– –
-11,422
60
– –
-3,365
61
– –
-5,913
1 2
3