WW

Winnow Wealth Portfolio holdings

AUM $135M
1-Year Est. Return 16.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$7.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Sells

1 +$5.69M
2 +$5.56M
3 +$5.43M
4
XOM icon
Exxon Mobil
XOM
+$1.47M
5
CNC icon
Centene
CNC
+$1.09M

Sector Composition

1 Healthcare 8.79%
2 Technology 7.51%
3 Consumer Staples 6.23%
4 Communication Services 5.37%
5 Consumer Discretionary 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TMUS icon
451
T-Mobile US
TMUS
$218B
$816 ﹤0.01%
4
-11
CMG icon
452
Chipotle Mexican Grill
CMG
$46.7B
$814 ﹤0.01%
22
-15
ESS icon
453
Essex Property Trust
ESS
$16.4B
$786 ﹤0.01%
3
-2
BNDX icon
454
Vanguard Total International Bond ETF
BNDX
$78.2B
$784 ﹤0.01%
+16
PSA icon
455
Public Storage
PSA
$54.3B
$780 ﹤0.01%
3
+2
DTE icon
456
DTE Energy
DTE
$30.6B
$774 ﹤0.01%
6
EQIX icon
457
Equinix
EQIX
$107B
$767 ﹤0.01%
1
-7
BITW
458
Bitwise 10 Crypto Index ETF
BITW
$1.03B
$767 ﹤0.01%
+13
FE icon
459
FirstEnergy
FE
$29B
$765 ﹤0.01%
17
CTAS icon
460
Cintas
CTAS
$71.7B
$756 ﹤0.01%
4
-7
FANG icon
461
Diamondback Energy
FANG
$50.7B
$755 ﹤0.01%
5
-16
LH icon
462
Labcorp
LH
$22.2B
$753 ﹤0.01%
3
-27
APD icon
463
Air Products & Chemicals
APD
$65B
$744 ﹤0.01%
3
-1
VRSN icon
464
VeriSign
VRSN
$25B
$729 ﹤0.01%
3
LOW icon
465
Lowe's Companies
LOW
$141B
$726 ﹤0.01%
3
+2
LDOS icon
466
Leidos
LDOS
$19.5B
$724 ﹤0.01%
4
-4
YUMC icon
467
Yum China
YUMC
$17B
$720 ﹤0.01%
+15
WRB icon
468
W.R. Berkley
WRB
$25B
$710 ﹤0.01%
10
VTR icon
469
Ventas
VTR
$40.5B
$702 ﹤0.01%
9
AEE icon
470
Ameren
AEE
$31.2B
$700 ﹤0.01%
7
XYL icon
471
Xylem
XYL
$29.2B
$685 ﹤0.01%
5
ZS icon
472
Zscaler
ZS
$21.7B
$675 ﹤0.01%
3
-2
ATO icon
473
Atmos Energy
ATO
$30.9B
$672 ﹤0.01%
4
BR icon
474
Broadridge
BR
$19B
$672 ﹤0.01%
3
-1
VEEV icon
475
Veeva Systems
VEEV
$27.4B
$672 ﹤0.01%
3
-2