WW

Winnow Wealth Portfolio holdings

AUM $134M
This Quarter Return
+0.89%
1 Year Return
3 Year Return
5 Year Return
10 Year Return
AUM
$101M
AUM Growth
Cap. Flow
+$101M
Cap. Flow %
100%
Top 10 Hldgs %
38.85%
Holding
631
New
626
Increased
Reduced
Closed

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 Shares
Change %
Capital Flow
SYK icon
251
Stryker
SYK
$150B
$2.57K ﹤0.01%
+8
New +$2.57K
SCHW icon
252
Charles Schwab
SCHW
$167B
$2.55K ﹤0.01%
+35
New +$2.55K
ADP icon
253
Automatic Data Processing
ADP
$120B
$2.49K ﹤0.01%
+9
New +$2.49K
DAPR icon
254
FT Vest US Equity Deep Buffer ETF April
DAPR
$287M
$2.45K ﹤0.01%
+66
New +$2.45K
DFEB icon
255
FT Vest US Equity Deep Buffer ETF February
DFEB
$407M
$2.45K ﹤0.01%
+58
New +$2.45K
BMY icon
256
Bristol-Myers Squibb
BMY
$96B
$2.44K ﹤0.01%
+44
New +$2.44K
BX icon
257
Blackstone
BX
$133B
$2.41K ﹤0.01%
+14
New +$2.41K
DJUN icon
258
FT Vest US Equity Deep Buffer ETF June
DJUN
$280M
$2.4K ﹤0.01%
+57
New +$2.4K
FCX icon
259
Freeport-McMoran
FCX
$66.5B
$2.32K ﹤0.01%
+62
New +$2.32K
UBER icon
260
Uber
UBER
$190B
$2.31K ﹤0.01%
+39
New +$2.31K
ADI icon
261
Analog Devices
ADI
$122B
$2.25K ﹤0.01%
+11
New +$2.25K
ANET icon
262
Arista Networks
ANET
$180B
$2.24K ﹤0.01%
+21
New +$2.24K
MMC icon
263
Marsh & McLennan
MMC
$100B
$2.16K ﹤0.01%
+11
New +$2.16K
BA icon
264
Boeing
BA
$174B
$2.13K ﹤0.01%
+13
New +$2.13K
SBUX icon
265
Starbucks
SBUX
$97.1B
$2.12K ﹤0.01%
+24
New +$2.12K
VRTX icon
266
Vertex Pharmaceuticals
VRTX
$102B
$2.09K ﹤0.01%
+6
New +$2.09K
DRLL icon
267
Strive US Energy ETF
DRLL
$260M
$2.05K ﹤0.01%
+75
New +$2.05K
LRCX icon
268
Lam Research
LRCX
$130B
$2.04K ﹤0.01%
+29
New +$2.04K
PYPL icon
269
PayPal
PYPL
$65.2B
$2.01K ﹤0.01%
+24
New +$2.01K
PAPR icon
270
Innovator US Equity Power Buffer ETF April
PAPR
$822M
$1.98K ﹤0.01%
+54
New +$1.98K
PMAR icon
271
Innovator US Equity Power Buffer ETF March
PMAR
$665M
$1.97K ﹤0.01%
+49
New +$1.97K
PFEB icon
272
Innovator US Equity Power Buffer ETF February
PFEB
$840M
$1.95K ﹤0.01%
+53
New +$1.95K
PJAN icon
273
Innovator US Equity Power Buffer ETF January
PJAN
$1.25B
$1.94K ﹤0.01%
+46
New +$1.94K
SPEM icon
274
SPDR Portfolio Emerging Markets ETF
SPEM
$13.3B
$1.92K ﹤0.01%
+51
New +$1.92K
PDEC icon
275
Innovator US Equity Power Buffer ETF December
PDEC
$1.01B
$1.88K ﹤0.01%
+49
New +$1.88K