WA
Win Advisors Portfolio holdings
AUM
$205M
1-Year Est. Return
33.81%
1 Year Est. Return
+33.81%
AUM
$207M
AUM Growth
+$12.7M
(+6.5%)
Holding
84
Top Buys
| 1 | +$18.8M | |
| 2 | +$15M | |
| 3 | +$14.4M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$11.4M |
| 5 |
State Street SPDR MSCI USA StrategicFactors ETF
QUS
|
+$9.04M |
Top Sells
| 1 | +$12.7M | |
| 2 | +$12.1M | |
| 3 | +$11.7M | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$10.5M |
| 5 |
WisdomTree US High Dividend Fund
DHS
|
+$10.1M |
Sector Composition
| 1 | Technology | 2.2% |
| 2 | Industrials | 2.01% |
| 3 | Communication Services | 0.55% |
| 4 | Utilities | 0.54% |
| 5 | Healthcare | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
WisdomTree US LargeCap Dividend Fund
DLN
$5.44B
| – | – |
-112,987
|
|
||
|
77
WisdomTree US High Dividend Fund
DHS
$1.29B
| – | – |
-102,291
|
|
||
78
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.7B
| – | – |
-48,143
|
|
||
79
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.47B
| – | – |
-378,572
|
|
||
80
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
| – | – |
-98,882
|
|
||
81
Aptiv
APTV
$17.8B
| – | – |
-15,617
|
|
||
82
Amgen
AMGN
$178B
| – | – |
-3,241
|
|
||
83
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$811M
| – | – |
-20,438
|
|
||
84
Apple
AAPL
$4.03T
| – | – |
-4,061
|
|