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
$267M
AUM Growth
-$3.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$59.1M
2
+$3.69M
3
+$3.2M
4
FCOM icon
Fidelity MSCI Communication Services Index ETF
FCOM
+$3.12M
5
XTN icon
SPDR S&P Transportation ETF
XTN
+$3.07M

Top Sells

1
+$78.8M
2
+$277K
3
+$237K
4
INCE
Franklin Income Equity Focus ETF
INCE
+$201K
5
SPHQ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.08K ﹤0.01%
22
127
$1.02K ﹤0.01%
13
-374
128
$819 ﹤0.01%
18
129
$726 ﹤0.01%
+15
130
$706 ﹤0.01%
10
131
$522 ﹤0.01%
11
132
$420 ﹤0.01%
10
133
$281 ﹤0.01%
4
134
$273 ﹤0.01%
12
135
$156 ﹤0.01%
4
136
$138 ﹤0.01%
4
137
– –
-75
138
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-282
139
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-1,034
140
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-2,209
141
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-349
142
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-1
143
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-1
144
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145
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146
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-460
147
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148
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149
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-62
150
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-1,734
3 4 5
6
7