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
$51M
AUM Growth
-$330M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$9.27M
3
+$7.51M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.64M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.58M

Top Sells

1
+$38.7M
2
+$25.6M
3
+$22.7M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$21.5M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$18.5M

Sector Composition

1 Consumer Staples 1.34%
2 Healthcare 1.22%
3 Technology 1.03%
4 Financials 0.41%
5 Industrials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$13K 0.03%
39
+29
102
$13K 0.03%
1,006
-1,510
103
$13K 0.03%
184
+129
104
$12K 0.02%
69
+47
105
$12K 0.02%
205
+143
106
$12K 0.02%
48
+34
107
$12K 0.02%
71
+50
108
$11K 0.02%
349
-460,531
109
$11K 0.02%
119
-167,986
110
$11K 0.02%
165
+127
111
$11K 0.02%
83
+63
112
$10K 0.02%
95
+71
113
$10K 0.02%
125
+49
114
$10K 0.02%
241
115
$10K 0.02%
116
+88
116
$10K 0.02%
65
+49
117
$9K 0.02%
162
+119
118
$9K 0.02%
188
+139
119
$9K 0.02%
261
+200
120
$9K 0.02%
146
+111
121
$9K 0.02%
174
-5,922
122
$9K 0.02%
42
-29,242
123
$8K 0.02%
161
124
$8K 0.02%
77
+48
125
$8K 0.02%
166
-2,184
3 4
5
6 7