WA

Win Advisors Portfolio holdings

AUM $207M
1-Year Est. Return 30.13%
This Quarter Est. Return
1 Year Est. Return
+30.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$381M
AUM Growth
-$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$25.7M
3
+$25.6M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$22.7M
5
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$19.5M

Top Sells

1
+$52M
2
+$27.9M
3
+$22.9M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$21.1M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$19M

Sector Composition

1 Financials 0.26%
2 Technology 0.26%
3 Healthcare 0.18%
4 Energy 0.17%
5 Materials 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$26K 0.01%
+253
102
$25K 0.01%
+250
103
$25K 0.01%
+461
104
$23K 0.01%
+123
105
$23K 0.01%
+209
106
$23K 0.01%
+1,262
107
$23K 0.01%
+107
108
$21K 0.01%
+247
109
$21K 0.01%
+175
110
$20K 0.01%
+97
111
$20K 0.01%
+597
112
$20K 0.01%
+155
113
$20K 0.01%
220
-7
114
$20K 0.01%
+412
115
$20K 0.01%
+194
116
$19K 0.01%
+391
117
$19K 0.01%
+342
118
$18K ﹤0.01%
+51
119
$18K ﹤0.01%
+340
120
$17K ﹤0.01%
+204
121
$16K ﹤0.01%
+324
122
$15K ﹤0.01%
+135
123
$15K ﹤0.01%
+489
124
$15K ﹤0.01%
+148
125
$15K ﹤0.01%
+51
3 4
5
6 7