WA
Win Advisors Portfolio holdings
AUM
$207M
This Quarter Return
+6.51%
1 Year Return
+30.13%
3 Year Return
+77.84%
5 Year Return
–
10 Year Return
–
AUM
$213M
AUM Growth
+$213M
(-4.9%)
Cap. Flow
-$12.7M
Cap. Flow
% of AUM
-5.98%
Top 10 Holdings %
Top 10 Hldgs %
53.26%
Holding
87
New
38
Increased
5
Reduced
12
Closed
32
Top Buys
Top Sells
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$16.5M |
| 2 |
Invesco QQQ Trust
QQQ
|
$16.5M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$15.5M |
| 4 |
Vanguard Growth ETF
VUG
|
$15.4M |
| 5 |
Fidelity Nasdaq Composite Index ETF
ONEQ
|
$12.6M |
Sector Composition
| 1 | Industrials | 0.79% |
| 2 | Financials | 0.77% |
| 3 | Consumer Discretionary | 0.74% |
| 4 | Technology | 0.41% |
| 5 | Consumer Staples | 0.39% |
