WA
Win Advisors Portfolio holdings
AUM
$207M
1-Year Est. Return
30.13%
1 Year Est. Return
+30.13%
AUM
$195M
AUM Growth
-$12M
(-5.8%)
Holding
89
Top Buys
| 1 | +$12.7M | |
| 2 | +$12.1M | |
| 3 | +$11.7M | |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$10.5M |
| 5 |
WisdomTree US High Dividend Fund
DHS
|
+$10.1M |
Top Sells
| 1 | +$12.2M | |
| 2 | +$12.1M | |
| 3 | +$11M | |
| 4 |
Fidelity Blue Chip Growth ETF
FBCG
|
+$10.8M |
| 5 |
First Trust Large Cap Growth AlphaDEX Fund
FTC
|
+$10.5M |
Sector Composition
| 1 | Healthcare | 1.44% |
| 2 | Consumer Discretionary | 1.39% |
| 3 | Technology | 0.9% |
| 4 | Financials | 0.5% |
| 5 | Materials | 0.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
SPDR SSGA Income Allocation ETF
INKM
$73.7M
| – | – |
-29,245
|
|
||
77
iShares Core S&P US Growth ETF
IUSG
$26.6B
| – | – |
-32,130
|
|
||
78
iShares Russell Top 200 Growth ETF
IWY
$16.7B
| – | – |
-51,376
|
|
||
79
John Hancock Multifactor Large Cap ETF
JHML
$1.07B
| – | – |
-40,644
|
|
||
80
lululemon athletica
LULU
$21.3B
| – | – |
-2,955
|
|
||
81
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.25B
| – | – |
-18,458
|
|
||
82
Vanguard Mega Cap Growth ETF
MGK
$32.4B
| – | – |
-12,307
|
|
||
83
MSCI
MSCI
$45.9B
| – | – |
-1,761
|
|
||
84
Invesco Dorsey Wright Momentum ETF
PDP
$1.39B
| – | – |
-36,050
|
|
||
85
Royal Caribbean
RCL
$79.6B
| – | – |
-4,696
|
|
||
86
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.7B
| – | – |
-30,080
|
|
||
87
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.93B
| – | – |
-35,024
|
|
||
88
SPDR Portfolio S&P 500 Growth ETF
SPYG
$44.1B
| – | – |
-21,752
|
|
||
89
Invesco Short Term Treasury ETF
TBLL
$2.22B
| – | – |
-28,801
|
|