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
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