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
126
$15K ﹤0.01%
+885
127
$14K ﹤0.01%
+44
128
$14K ﹤0.01%
+94
129
$14K ﹤0.01%
+102
130
$14K ﹤0.01%
+170
131
$13K ﹤0.01%
+211
132
$13K ﹤0.01%
+85
133
$12K ﹤0.01%
+198
134
$11K ﹤0.01%
+293
135
$11K ﹤0.01%
241
-35,581
136
$11K ﹤0.01%
+149
137
$10K ﹤0.01%
+130
138
$10K ﹤0.01%
+80
139
$10K ﹤0.01%
161
-23,638
140
$9K ﹤0.01%
+180
141
$8K ﹤0.01%
+45
142
$8K ﹤0.01%
+70
143
$8K ﹤0.01%
+157
144
$8K ﹤0.01%
+62
145
$7K ﹤0.01%
135
-470
146
$7K ﹤0.01%
+71
147
$6K ﹤0.01%
+76
148
$6K ﹤0.01%
+50
149
$6K ﹤0.01%
+78
150
$5K ﹤0.01%
+250
4 5
6
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