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
$271M
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$226M
2
+$36.9M
3
+$239K
4
CDNS icon
Cadence Design Systems
CDNS
+$169K
5
PGNY icon
Progyny
PGNY
+$163K

Top Sells

1
+$20.4M
2
+$8.3M
3
+$7.51M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.64M
5
VAW icon
Vanguard Materials ETF
VAW
+$1.6M

Sector Composition

1 Healthcare 0.14%
2 Consumer Staples 0.14%
3 Technology 0.12%
4 Financials 0.12%
5 Industrials 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
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