WA

Win Advisors Portfolio holdings

AUM $236M
1-Year Est. Return 32.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$15M
3
+$13.4M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$13M
5
EZM icon
WisdomTree US MidCap Fund
EZM
+$12.1M

Top Sells

1
+$23.3M
2
+$3.29M
3
+$2.83M
4
DJD icon
Invesco Dow Jones Industrial Average Dividend ETF
DJD
+$2.45M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.23M

Sector Composition

1 Technology 0.34%
2 Financials 0.3%
3 Materials 0.11%
4 Industrials 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
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