WW

Winnow Wealth Portfolio holdings

AUM $134M
This Quarter Est. Return
1 Year Est. Return
–
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
26
$911K 0.9%
+4,887
27
$899K 0.89%
+9,282
28
$896K 0.89%
+2,096
29
$884K 0.88%
+22,306
30
$878K 0.87%
+6,920
31
$876K 0.87%
+5,394
32
$874K 0.87%
+7,960
33
$873K 0.87%
+7,343
34
$866K 0.86%
+13,788
35
$859K 0.85%
+7,224
36
$836K 0.83%
+28,838
37
$832K 0.83%
+2,745
38
$831K 0.82%
+5,685
39
$828K 0.82%
+14,085
40
$824K 0.82%
+4,626
41
$814K 0.81%
+20,056
42
$810K 0.8%
+21,816
43
$772K 0.77%
+4,254
44
$747K 0.74%
+3,442
45
$726K 0.72%
+5,223
46
$707K 0.7%
+5,361
47
$699K 0.69%
+1,861
48
$676K 0.67%
+1,385
49
$675K 0.67%
+15,650
50
$671K 0.67%
+2,068
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