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
$108M
AUM Growth
+$7.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
652
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$5.41M
3
+$5.39M
4
BALT icon
Innovator Defined Wealth Shield ETF
BALT
+$4.38M
5
SFLR icon
Innovator Equity Managed Floor ETF
SFLR
+$1.81M

Top Sells

1
+$5.8M
2
+$5.77M
3
+$5.77M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.59M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.32M

Sector Composition

1 Healthcare 10%
2 Consumer Staples 7.83%
3 Technology 7.72%
4 Consumer Discretionary 5.4%
5 Energy 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.9K ﹤0.01%
20
+6
327
$1.9K ﹤0.01%
22
328
$1.88K ﹤0.01%
9
+3
329
$1.8K ﹤0.01%
17
+6
330
$1.78K ﹤0.01%
8
+3
331
$1.78K ﹤0.01%
8
+2
332
$1.75K ﹤0.01%
5
+2
333
$1.72K ﹤0.01%
61
+20
334
$1.72K ﹤0.01%
8
+3
335
$1.71K ﹤0.01%
7
+2
336
$1.71K ﹤0.01%
9
+3
337
$1.69K ﹤0.01%
22
+8
338
$1.65K ﹤0.01%
41
+14
339
$1.63K ﹤0.01%
13
+4
340
$1.6K ﹤0.01%
7
+2
341
$1.56K ﹤0.01%
11
+4
342
$1.51K ﹤0.01%
10
+3
343
$1.48K ﹤0.01%
15
+5
344
$1.47K ﹤0.01%
7
+2
345
$1.45K ﹤0.01%
3
+1
346
$1.42K ﹤0.01%
31
+11
347
$1.39K ﹤0.01%
6
+2
348
$1.38K ﹤0.01%
7
+2
349
$1.38K ﹤0.01%
8
+2
350
$1.37K ﹤0.01%
19
+6
12 13
14
15 16