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
351
$1.37K ﹤0.01%
12
+4
352
$1.34K ﹤0.01%
19
+6
353
$1.33K ﹤0.01%
5
+2
354
$1.31K ﹤0.01%
13
+4
355
$1.29K ﹤0.01%
12
+4
356
$1.26K ﹤0.01%
8
+3
357
$1.26K ﹤0.01%
16
+5
358
$1.25K ﹤0.01%
8
+3
359
$1.25K ﹤0.01%
5
+2
360
$1.25K ﹤0.01%
5
+2
361
$1.24K ﹤0.01%
5
+1
362
$1.24K ﹤0.01%
20
+6
363
$1.23K ﹤0.01%
20
+6
364
$1.23K ﹤0.01%
7
+2
365
$1.21K ﹤0.01%
3
+1
366
$1.21K ﹤0.01%
8
+2
367
$1.2K ﹤0.01%
2
368
$1.19K ﹤0.01%
12
+4
369
$1.19K ﹤0.01%
2
+1
370
$1.19K ﹤0.01%
32
+10
371
$1.17K ﹤0.01%
16
+5
372
$1.17K ﹤0.01%
27
+9
373
$1.16K ﹤0.01%
38
+12
374
$1.16K ﹤0.01%
18
+6
375
$1.16K ﹤0.01%
18
+6
13 14
15
16 17