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
276
$1.88K ﹤0.01%
+12
277
$1.85K ﹤0.01%
+8
278
$1.83K ﹤0.01%
+50
279
$1.83K ﹤0.01%
+22
280
$1.81K ﹤0.01%
+5
281
$1.78K ﹤0.01%
+7
282
$1.78K ﹤0.01%
+22
283
$1.71K ﹤0.01%
+12
284
$1.7K ﹤0.01%
+9
285
$1.7K ﹤0.01%
+29
286
$1.69K ﹤0.01%
+3
287
$1.69K ﹤0.01%
+16
288
$1.68K ﹤0.01%
+12
289
$1.66K ﹤0.01%
+83
290
$1.65K ﹤0.01%
+3
291
$1.65K ﹤0.01%
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292
$1.64K ﹤0.01%
+5
293
$1.63K ﹤0.01%
+6
294
$1.62K ﹤0.01%
+9
295
$1.61K ﹤0.01%
+7
296
$1.6K ﹤0.01%
+30
297
$1.58K ﹤0.01%
+30
298
$1.56K ﹤0.01%
+10
299
$1.53K ﹤0.01%
+4
300
$1.51K ﹤0.01%
+2
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