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
$252M
AUM Growth
-$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Sector Composition

1 Communication Services 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-772
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-564
78
-332
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-340
80
-164
81
-905
82
-38
83
-240
84
-1,163
85
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86
-346
87
-955
88
-100,568
89
-2,418
90
-62
91
-972
92
-63,076
93
-142
94
-13
95
-240
96
-12
97
-371
98
-12
99
-125
100
-5,208