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
$207M
AUM Growth
-$6.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$10.8M
3
+$9.15M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$8.87M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$8.72M

Top Sells

1
+$12.3M
2
+$11.1M
3
+$9.73M
4
OUSA icon
ALPS O'Shares U.S. Quality Dividend ETF
OUSA
+$9.43M
5
FDLO icon
Fidelity Low Volatility Factor ETF
FDLO
+$9.39M

Sector Composition

1 Consumer Discretionary 2.63%
2 Financials 1.05%
3 Technology 1.04%
4 Healthcare 0.49%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
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