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
126
$60.8K 0.06%
+540
127
$58.8K 0.06%
+2,220
128
$54.7K 0.05%
+311
129
$53.3K 0.05%
+91
130
$53K 0.05%
+507
131
$52.4K 0.05%
+1,307
132
$52.3K 0.05%
+321
133
$51.4K 0.05%
+747
134
$50.1K 0.05%
+1,235
135
$49.8K 0.05%
+224
136
$49.6K 0.05%
+1,868
137
$49.4K 0.05%
+1,066
138
$49.2K 0.05%
+1,261
139
$48.5K 0.05%
+202
140
$48.2K 0.05%
+1,094
141
$48.1K 0.05%
+401
142
$47.4K 0.05%
+376
143
$47K 0.05%
+798
144
$47K 0.05%
+99
145
$45.5K 0.05%
+200
146
$44K 0.04%
+410
147
$43.9K 0.04%
+340
148
$43.1K 0.04%
+484
149
$41.9K 0.04%
+225
150
$41.9K 0.04%
+546
4 5
6
7 8