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

Top Buys

1
+$40.7M
2
+$5.34M
3
+$3.37M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$3.25M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$3.21M

Top Sells

1
+$55.4M
2
+$40.3M
3
+$3.2M
4
FCOM icon
Fidelity MSCI Communication Services Index ETF
FCOM
+$3.12M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$3.06M

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
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