WW

Winnow Wealth Portfolio holdings

AUM $128M
1-Year Est. Return 15.79%
This Quarter Est. Return
1 Year Est. Return
+15.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$6.03M
3
+$6.02M
4
DAUG icon
FT Vest US Equity Deep Buffer ETF August
DAUG
+$5.96M
5
SFLR icon
Innovator Equity Managed Floor ETF
SFLR
+$5.94M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 8.98%
2 Technology 7.59%
3 Consumer Staples 6.51%
4 Energy 5.38%
5 Consumer Discretionary 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.5K ﹤0.01%
+23
227
$3.5K ﹤0.01%
+31
228
$3.48K ﹤0.01%
+9
229
$3.44K ﹤0.01%
+7
230
$3.42K ﹤0.01%
+101
231
$3.32K ﹤0.01%
+20
232
$3.32K ﹤0.01%
+14
233
$3.31K ﹤0.01%
+146
234
$3.28K ﹤0.01%
+108
235
$3.25K ﹤0.01%
+108
236
$3.15K ﹤0.01%
+15
237
$3.13K ﹤0.01%
+4
238
$3.13K ﹤0.01%
+14
239
$3.03K ﹤0.01%
+14
240
$2.98K ﹤0.01%
+113
241
$2.92K ﹤0.01%
+18
242
$2.91K ﹤0.01%
+13
243
$2.88K ﹤0.01%
+24
244
$2.86K ﹤0.01%
+40
245
$2.84K ﹤0.01%
+12
246
$2.77K ﹤0.01%
+40
247
$2.74K ﹤0.01%
+37
248
$2.69K ﹤0.01%
+14
249
$2.64K ﹤0.01%
+7
250
$2.59K ﹤0.01%
+29
8 9
10
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