WW

Winnow Wealth Portfolio holdings

AUM $135M
1-Year Est. Return 16.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$7.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Sells

1 +$5.69M
2 +$5.56M
3 +$5.43M
4
XOM icon
Exxon Mobil
XOM
+$1.47M
5
CNC icon
Centene
CNC
+$1.09M

Sector Composition

1 Healthcare 8.79%
2 Technology 7.51%
3 Consumer Staples 6.23%
4 Communication Services 5.37%
5 Consumer Discretionary 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CRM icon
251
Salesforce
CRM
$168B
$6.63K ﹤0.01%
+25
SCHM icon
252
Schwab US Mid-Cap ETF
SCHM
$14.2B
$6.45K ﹤0.01%
208
+65
ICF icon
253
iShares Select U.S. REIT ETF
ICF
$2.13B
$6.24K ﹤0.01%
104
+1
ISRG icon
254
Intuitive Surgical
ISRG
$167B
$6.24K ﹤0.01%
11
+10
SLON
255
ProShares Ultra Solana ETF
SLON
$23.8M
$6.22K ﹤0.01%
415
HALO icon
256
Halozyme
HALO
$8.21B
$6.12K ﹤0.01%
+90
CRWD icon
257
CrowdStrike
CRWD
$108B
$6.1K ﹤0.01%
13
GD icon
258
General Dynamics
GD
$91.1B
$6.07K ﹤0.01%
18
+9
INTU icon
259
Intuit
INTU
$109B
$5.97K ﹤0.01%
9
GEV icon
260
GE Vernova
GEV
$270B
$5.89K ﹤0.01%
9
+1
ADI icon
261
Analog Devices
ADI
$181B
$5.71K ﹤0.01%
21
+4
NEM icon
262
Newmont
NEM
$126B
$5.7K ﹤0.01%
57
UNP icon
263
Union Pacific
UNP
$149B
$5.57K ﹤0.01%
24
+14
BKNG icon
264
Booking.com
BKNG
$152B
$5.36K ﹤0.01%
25
-25
SCCO icon
265
Southern Copper
SCCO
$161B
$5.33K ﹤0.01%
37
+16
TOL icon
266
Toll Brothers
TOL
$13.9B
$5.3K ﹤0.01%
39
JMIA
267
Jumia Technologies
JMIA
$1.01B
$5.2K ﹤0.01%
+400
SCHW icon
268
Charles Schwab
SCHW
$160B
$5.2K ﹤0.01%
52
SRE icon
269
Sempra
SRE
$61.4B
$5.16K ﹤0.01%
58
+20
BK icon
270
Bank of New York Mellon
BK
$92.7B
$5.03K ﹤0.01%
43
NEE icon
271
NextEra Energy
NEE
$192B
$4.94K ﹤0.01%
61
+1
HAL icon
272
Halliburton
HAL
$31B
$4.9K ﹤0.01%
169
-56
PFE icon
273
Pfizer
PFE
$157B
$4.9K ﹤0.01%
196
-1,923
ANET icon
274
Arista Networks
ANET
$206B
$4.88K ﹤0.01%
37
-18
AMAT icon
275
Applied Materials
AMAT
$315B
$4.88K ﹤0.01%
19
+1