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
$267M
AUM Growth
-$3.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$59.1M
2
+$3.69M
3
+$3.2M
4
FCOM icon
Fidelity MSCI Communication Services Index ETF
FCOM
+$3.12M
5
XTN icon
SPDR S&P Transportation ETF
XTN
+$3.07M

Top Sells

1
+$78.8M
2
+$277K
3
+$237K
4
INCE
Franklin Income Equity Focus ETF
INCE
+$201K
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$176K

Sector Composition

1 Healthcare 0.19%
2 Industrials 0.12%
3 Technology 0.11%
4 Financials 0.1%
5 Consumer Staples 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$23.3K 0.01%
+174
77
$23.3K 0.01%
132
+13
78
$23.3K 0.01%
+702
79
$23.1K 0.01%
222
+4
80
$23.1K 0.01%
240
+13
81
$22.7K 0.01%
164
+14
82
$22.7K 0.01%
+62
83
$21.8K 0.01%
+259
84
$21.7K 0.01%
125
+8
85
$21.7K 0.01%
138
+11
86
$21.4K 0.01%
87
+9
87
$20.8K 0.01%
382
+153
88
$20.5K 0.01%
337
+41
89
$20.1K 0.01%
955
-313
90
$19.7K 0.01%
175
+24
91
$18.8K 0.01%
124
+11
92
$18.6K 0.01%
132
-98
93
$18.2K 0.01%
76
+9
94
$18.2K 0.01%
687
+91
95
$17.1K 0.01%
340
+36
96
$17.1K 0.01%
+156
97
$15.5K 0.01%
+77
98
$14.1K 0.01%
580
99
$14K 0.01%
98
+14
100
$13.8K 0.01%
270
+40
2 3
4
5 6