WA
Win Advisors Portfolio holdings
AUM
$207M
1-Year Return
30.13%
This Quarter Return
+0.38%
1 Year Return
+30.13%
3 Year Return
+77.84%
5 Year Return
–
10 Year Return
–
AUM
$267M
AUM Growth
-$3.64M
(-1.3%)
Cap. Flow
-$3.9M
Cap. Flow
% of AUM
-1.46%
Top 10 Holdings %
Top 10 Hldgs %
97.89%
Holding
164
New
31
Increased
49
Reduced
27
Closed
28
Top Buys
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$78.8M |
| 2 |
Invesco Ultra Short Duration ETF
GSY
|
$277K |
| 3 |
Target
TGT
|
$237K |
| 4 |
INCE
Franklin Income Equity Focus ETF
INCE
|
$201K |
| 5 |
Invesco S&P 500 Quality ETF
SPHQ
|
$176K |
Sector Composition
| 1 | Healthcare | 0.19% |
| 2 | Industrials | 0.12% |
| 3 | Technology | 0.11% |
| 4 | Financials | 0.1% |
| 5 | Consumer Staples | 0.08% |
