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
251
$2.57K ﹤0.01%
+8
252
$2.55K ﹤0.01%
+35
253
$2.49K ﹤0.01%
+9
254
$2.45K ﹤0.01%
+66
255
$2.45K ﹤0.01%
+58
256
$2.44K ﹤0.01%
+44
257
$2.41K ﹤0.01%
+14
258
$2.4K ﹤0.01%
+57
259
$2.32K ﹤0.01%
+62
260
$2.31K ﹤0.01%
+39
261
$2.25K ﹤0.01%
+11
262
$2.24K ﹤0.01%
+21
263
$2.16K ﹤0.01%
+11
264
$2.13K ﹤0.01%
+13
265
$2.12K ﹤0.01%
+24
266
$2.09K ﹤0.01%
+6
267
$2.05K ﹤0.01%
+75
268
$2.04K ﹤0.01%
+29
269
$2.01K ﹤0.01%
+24
270
$1.98K ﹤0.01%
+54
271
$1.97K ﹤0.01%
+49
272
$1.95K ﹤0.01%
+53
273
$1.94K ﹤0.01%
+46
274
$1.92K ﹤0.01%
+51
275
$1.88K ﹤0.01%
+49
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