WA
Win Advisors Portfolio holdings
AUM
$207M
This Quarter Return
+12.89%
1 Year Return
+30.13%
3 Year Return
+77.84%
5 Year Return
–
10 Year Return
–
AUM
$227M
AUM Growth
+$227M
(+3%)
Cap. Flow
+$474K
Cap. Flow
% of AUM
0.21%
Top 10 Holdings %
Top 10 Hldgs %
59.43%
Holding
93
New
38
Increased
8
Reduced
8
Closed
39
Top Buys
| 1 |
iShares Core S&P US Growth ETF
IUSG
|
$15.9M |
| 2 |
Invesco S&P MidCap Momentum ETF
XMMO
|
$15.3M |
| 3 |
Invesco S&P 500 GARP ETF
SPGP
|
$15.2M |
| 4 |
Fidelity Blue Chip Growth ETF
FBCG
|
$14.9M |
| 5 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$12.9M |
Top Sells
Sector Composition
| 1 | Technology | 0.59% |
| 2 | Consumer Discretionary | 0.3% |
| 3 | Industrials | 0.3% |
| 4 | Utilities | 0.14% |
| 5 | Energy | 0.14% |
