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
$51M
AUM Growth
-$330M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$9.27M
3
+$7.51M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.64M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.58M

Top Sells

1
+$38.7M
2
+$25.6M
3
+$22.7M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$21.5M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$18.5M

Sector Composition

1 Consumer Staples 1.34%
2 Healthcare 1.22%
3 Technology 1.03%
4 Financials 0.41%
5 Industrials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$23K 0.05%
301
+97
77
$23K 0.05%
767
+278
78
$23K 0.05%
538
+196
79
$23K 0.05%
160
+53
80
$22K 0.04%
78
+27
81
$22K 0.04%
603
+191
82
$22K 0.04%
83
+39
83
$21K 0.04%
504
+180
84
$20K 0.04%
1,288
+403
85
$19K 0.04%
233
+85
86
$19K 0.04%
203
+68
87
$19K 0.04%
129
-48,248
88
$18K 0.04%
154
+52
89
$18K 0.04%
217
-2,006
90
$18K 0.04%
308
+110
91
$17K 0.03%
333
+122
92
$17K 0.03%
75
+24
93
$17K 0.03%
+1,225
94
$16K 0.03%
127
+42
95
$16K 0.03%
117
+37
96
$15K 0.03%
474
+181
97
$14K 0.03%
580
-2,870
98
$13K 0.03%
188
-1,272
99
$13K 0.03%
414
-1,150
100
$13K 0.03%
+235
2 3
4
5 6