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
$128M
AUM Growth
-$6.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Sells

1 +$13.2M
2 +$9.42M
3 +$9.21M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$9.1M
5
PSLV icon
Sprott Physical Silver Trust
PSLV
+$6.49M

Sector Composition

1 Healthcare 10.73%
2 Consumer Staples 7.77%
3 Technology 7.27%
4 Communication Services 6.19%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VST icon
276
Vistra
VST
$58.2B
$4.51K ﹤0.01%
+23
COF icon
277
Capital One
COF
$144B
$4.47K ﹤0.01%
21
-279
PGR icon
278
Progressive
PGR
$133B
$4.45K ﹤0.01%
+18
SPDW icon
279
SPDR Portfolio Developed World ex-US ETF
SPDW
$32.8B
$4.39K ﹤0.01%
+102
AXP icon
280
American Express
AXP
$254B
$4.33K ﹤0.01%
+13
KLAC icon
281
KLA
KLAC
$159B
$4.32K ﹤0.01%
+4
SCHM icon
282
Schwab US Mid-Cap ETF
SCHM
$12.2B
$4.29K ﹤0.01%
+143
INTC icon
283
Intel
INTC
$209B
$4.25K ﹤0.01%
125
-75
BSX icon
284
Boston Scientific
BSX
$146B
$4.21K ﹤0.01%
+43
CNP icon
285
CenterPoint Energy
CNP
$25.1B
$4.21K ﹤0.01%
+108
ADI icon
286
Analog Devices
ADI
$136B
$4.18K ﹤0.01%
+17
DIA icon
287
SPDR Dow Jones Industrial Average ETF Trust
DIA
$41.8B
$4.18K ﹤0.01%
+9
BAX icon
288
Baxter International
BAX
$9.71B
$4.16K ﹤0.01%
+181
NET icon
289
Cloudflare
NET
$71.6B
$3.87K ﹤0.01%
+18
QCOM icon
290
Qualcomm
QCOM
$187B
$3.84K ﹤0.01%
23
-177
ADP icon
291
Automatic Data Processing
ADP
$105B
$3.82K ﹤0.01%
+13
COIN icon
292
Coinbase
COIN
$74.7B
$3.72K ﹤0.01%
+11
AMAT icon
293
Applied Materials
AMAT
$214B
$3.69K ﹤0.01%
+18
DE icon
294
Deere & Co
DE
$130B
$3.66K ﹤0.01%
8
-328
TMUS icon
295
T-Mobile US
TMUS
$233B
$3.6K ﹤0.01%
+15
SRE icon
296
Sempra
SRE
$59.2B
$3.42K ﹤0.01%
+38
FERG icon
297
Ferguson
FERG
$50.7B
$3.38K ﹤0.01%
+15
PTC icon
298
PTC
PTC
$21.2B
$3.26K ﹤0.01%
+16
SO icon
299
Southern Company
SO
$96.9B
$3.23K ﹤0.01%
+34
ALNY icon
300
Alnylam Pharmaceuticals
ALNY
$62.5B
$3.19K ﹤0.01%
+7