WA

Win Advisors Portfolio holdings

AUM $205M
1-Year Est. Return 33.81%
This Quarter Est. Return
1 Year Est. Return
+33.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$12.3M
3
+$11.9M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.1M
5
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$9.73M

Top Sells

1
+$16.5M
2
+$16.5M
3
+$15.5M
4
VUG icon
Vanguard Growth ETF
VUG
+$15.4M
5
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$12.6M

Sector Composition

1 Industrials 0.79%
2 Financials 0.77%
3 Consumer Discretionary 0.74%
4 Technology 0.41%
5 Consumer Staples 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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-34,352
79
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-656,444
80
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81
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82
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-79,001
83
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-25,985
84
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-425
85
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-23,736
86
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-107,783
87
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-41,087
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