WA
Win Advisors Portfolio holdings
AUM
$207M
This Quarter Return
+0.01%
1 Year Return
+30.13%
3 Year Return
+77.84%
5 Year Return
–
10 Year Return
–
AUM
$271M
AUM Growth
+$220M
(+431%)
Cap. Flow
+$219M
Cap. Flow
% of AUM
80.81%
Top 10 Holdings %
Top 10 Hldgs %
98.7%
Holding
174
New
9
Increased
19
Reduced
60
Closed
41
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$226M |
| 2 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$36.9M |
| 3 |
Target
TGT
|
$239K |
| 4 |
Cadence Design Systems
CDNS
|
$169K |
| 5 |
Progyny
PGNY
|
$163K |
Top Sells
Sector Composition
| 1 | Healthcare | 0.14% |
| 2 | Consumer Staples | 0.14% |
| 3 | Technology | 0.12% |
| 4 | Financials | 0.12% |
| 5 | Industrials | 0.04% |
