WA

Win Advisors Portfolio holdings

AUM $219M
1-Year Est. Return 43.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
-$1.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$9.62M
2
+$9.53M
3
+$9.28M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.58M
5
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$4.43M

Top Sells

1
+$11.4M
2
+$9.62M
3
+$9.04M
4
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$8.58M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$4.69M

Sector Composition

1 Technology 5.42%
2 Consumer Discretionary 1.19%
3 Financials 0.94%
4 Real Estate 0.52%
5 Healthcare 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-36,405
77
– –
-2,238
78
– –
-5,794
79
– –
-14,934
80
– –
-14,874
81
– –
-43,489
82
– –
-73,037
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