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
$207M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$13.5M
3
+$12.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$10.3M
5
QUS icon
State Street SPDR MSCI USA StrategicFactors ETF
QUS
+$8.63M

Top Sells

1
+$12.7M
2
+$12.1M
3
+$11.7M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$10.5M
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$10.1M

Sector Composition

1 Technology 2.2%
2 Industrials 2.01%
3 Communication Services 0.55%
4 Utilities 0.54%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
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