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WA
Win Advisors Portfolio holdings
AUM
$219M
1-Year Est. Return
43.69%
This Fund
S&P 500
1 Year Est. Return
+43.69%
AUM
$219M
AUM Growth
-$16.9M
(-7.2%)
Holding
128
Top Buys
| 1 | +$16.8M | |
| 2 | +$15.5M | |
| 3 | +$13.1M | |
| 4 |
Capital Group Dividend Value ETF
CGDV
|
+$12M |
| 5 |
BNY Mellon US Large Cap Core Equity ETF
BKLC
|
+$10.2M |
Top Sells
| 1 | +$21M | |
| 2 | +$16.5M | |
| 3 | +$15.9M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$12.5M |
| 5 |
First Trust Large Cap Growth AlphaDEX Fund
FTC
|
+$10.6M |
Sector Composition
| 1 | Technology | 8.06% |
| 2 | Industrials | 4.89% |
| 3 | Energy | 2.74% |
| 4 | Materials | 1.19% |
| 5 | Utilities | 0.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Invesco S&P 500 Top 50 ETF
XLG
$10.6B
| – | – |
-50,907
|
|
||
127
State Street Technology Select Sector SPDR ETF
XLK
$121B
| – | – |
-21,493
|
|
||
|
GARP
128
iShares MSCI USA Quality GARP ETF
GARP
$2.31B
| – | – |
-48,301
|
|