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
301
$1.5K ﹤0.01%
+14
302
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+3
303
$1.49K ﹤0.01%
+12
304
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305
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+14
307
$1.45K ﹤0.01%
+5
308
$1.45K ﹤0.01%
+31
309
$1.43K ﹤0.01%
+9
310
$1.43K ﹤0.01%
+45
311
$1.4K ﹤0.01%
+4
312
$1.38K ﹤0.01%
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313
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314
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+5
315
$1.36K ﹤0.01%
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316
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$1.34K ﹤0.01%
+25
318
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+3
319
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+6
320
$1.31K ﹤0.01%
+5
321
$1.3K ﹤0.01%
+5
322
$1.3K ﹤0.01%
+8
323
$1.28K ﹤0.01%
+1
324
$1.28K ﹤0.01%
+5
325
$1.27K ﹤0.01%
+10
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