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
126
$7K 0.01%
134
+67
127
$7K 0.01%
44
-1,149
128
$7K 0.01%
109
+49
129
$7K 0.01%
59
-1,568
130
$7K 0.01%
62
131
$6K 0.01%
47
-1,269
132
$6K 0.01%
45
133
$6K 0.01%
102
+45
134
$6K 0.01%
38
-959
135
$6K 0.01%
166
-4,357
136
$6K 0.01%
119
+53
137
$6K 0.01%
71
138
$5K 0.01%
+59
139
$5K 0.01%
157
140
$5K 0.01%
142
-3,642
141
$5K 0.01%
51
-2,369
142
$5K 0.01%
145
-3,696
143
$4K 0.01%
79
-1,916
144
$4K 0.01%
53
-51,591
145
$3K 0.01%
25
-34,468
146
$3K 0.01%
+40
147
$3K 0.01%
9
-3,711
148
$3K 0.01%
31
-8
149
$2K ﹤0.01%
75
150
$1K ﹤0.01%
7
4 5
6
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