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
326
$1.26K ﹤0.01%
+17
327
$1.26K ﹤0.01%
+14
328
$1.22K ﹤0.01%
+1
329
$1.19K ﹤0.01%
+27
330
$1.18K ﹤0.01%
+17
331
$1.17K ﹤0.01%
+5
332
$1.17K ﹤0.01%
+27
333
$1.14K ﹤0.01%
+14
334
$1.14K ﹤0.01%
+5
335
$1.1K ﹤0.01%
+6
336
$1.1K ﹤0.01%
+41
337
$1.08K ﹤0.01%
+6
338
$1.06K ﹤0.01%
+4
339
$1.04K ﹤0.01%
+2
340
$1.04K ﹤0.01%
+5
341
$1.02K ﹤0.01%
+4
342
$1K ﹤0.01%
+8
343
$1K ﹤0.01%
+13
344
$997 ﹤0.01%
+3
345
$964 ﹤0.01%
+11
346
$929 ﹤0.01%
+13
347
$927 ﹤0.01%
+9
348
$924 ﹤0.01%
+8
349
$920 ﹤0.01%
+7
350
$907 ﹤0.01%
+2
12 13
14
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