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
$252M
AUM Growth
-$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$41M
2
+$5.73M
3
+$3.33M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$3.28M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$3.25M

Top Sells

1
+$77.3M
2
+$55.8M
3
+$3.2M
4
FCOM icon
Fidelity MSCI Communication Services Index ETF
FCOM
+$3.12M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.06M

Sector Composition

1 Communication Services 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
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