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
$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
-240
77
-12
78
-371
79
-222
80
-237
81
-263
82
-262
83
-76
84
-38
85
-79
86
-87
87
-51
88
-4,640
89
-145
90
-388
91
-241
92
-140
93
-870
94
-124
95
-59
96
-175
97
-274
98
-222
99
-2,117
100
-62