WA
Win Advisors Portfolio holdings
AUM
$207M
1-Year Est. Return
30.13%
1 Year Est. Return
+30.13%
AUM
$207M
AUM Growth
+$12.7M
(+6.5%)
Holding
84
Top Buys
| 1 | +$18.8M | |
| 2 | +$15M | |
| 3 | +$14.4M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$11.4M |
| 5 |
SPDR MSCI USA StrategicFactors ETF
QUS
|
+$9.04M |
Top Sells
| 1 | +$12.7M | |
| 2 | +$12.1M | |
| 3 | +$11.7M | |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$10.5M |
| 5 |
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 in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Energy ETF
VDE
$7.17B
| – | – |
-23,332
|
|
||
77
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.8B
| – | – |
-17,984
|
|
||
78
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.7B
| – | – |
-14,923
|
|
||
79
Yum! Brands
YUM
$39.2B
| – | – |
-5,430
|
|
||
80
Apple
AAPL
$3.99T
| – | – |
-4,061
|
|
||
81
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$817M
| – | – |
-20,438
|
|
||
|
82
SPDR Portfolio S&P 500 ETF
SPLG
$91.3B
| – | – |
-159,544
|
|
||
83
Invesco S&P 500 Low Volatility ETF
SPLV
$7.72B
| – | – |
-5,566
|
|
||
84
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
| – | – |
-94,822
|
|