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
$381M
AUM Growth
-$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$25.7M
3
+$25.6M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$22.7M
5
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$19.5M

Top Sells

1
+$52M
2
+$27.9M
3
+$22.9M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$21.1M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$19M

Sector Composition

1 Financials 0.26%
2 Technology 0.26%
3 Healthcare 0.18%
4 Energy 0.17%
5 Materials 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3K ﹤0.01%
+39
177
$3K ﹤0.01%
+10
178
$3K ﹤0.01%
+19
179
$3K ﹤0.01%
+57
180
$3K ﹤0.01%
+66
181
$3K ﹤0.01%
+16
182
$2K ﹤0.01%
+43
183
$2K ﹤0.01%
+16
184
$2K ﹤0.01%
+20
185
$2K ﹤0.01%
+61
186
$2K ﹤0.01%
+38
187
$2K ﹤0.01%
+35
188
$2K ﹤0.01%
+50
189
$2K ﹤0.01%
+26
190
$2K ﹤0.01%
+28
191
$2K ﹤0.01%
+48
192
$1K ﹤0.01%
18
193
$1K ﹤0.01%
+14
194
$1K ﹤0.01%
+7
195
$1K ﹤0.01%
+11
196
$1K ﹤0.01%
+50
197
$1K ﹤0.01%
+45
198
$1K ﹤0.01%
10
199
$1K ﹤0.01%
+36
200
$1K ﹤0.01%
22
6 7
8
9 10