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
401
$630 ﹤0.01%
+6
402
$625 ﹤0.01%
+20
403
$625 ﹤0.01%
+2
404
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+4
405
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+5
406
$618 ﹤0.01%
+3
407
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+19
408
$595 ﹤0.01%
+3
409
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+15
410
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+11
411
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+2
412
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+5
413
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414
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415
$571 ﹤0.01%
+8
416
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+5
417
$564 ﹤0.01%
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$563 ﹤0.01%
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419
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420
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421
$554 ﹤0.01%
+8
422
$554 ﹤0.01%
+8
423
$533 ﹤0.01%
+11
424
$532 ﹤0.01%
+2
425
$520 ﹤0.01%
+4
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