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
126
$68.6K 0.06%
988
127
$67.2K 0.06%
643
+56
128
$65.9K 0.06%
416
+15
129
$64.5K 0.06%
378
130
$63.2K 0.06%
802
-4,388
131
$62.7K 0.06%
606
-3,005
132
$62.2K 0.06%
948
+10
133
$59.7K 0.06%
744
134
$58K 0.05%
542
+2
135
$57.8K 0.05%
2,282
+62
136
$57.6K 0.05%
1,066
137
$56.6K 0.05%
1,109
-6,644
138
$56K 0.05%
509
+2
139
$55.9K 0.05%
438
+3
140
$55.5K 0.05%
83
-1,302
141
$55.1K 0.05%
104
+15
142
$53.3K 0.05%
321
143
$53.2K 0.05%
171
+24
144
$50.9K 0.05%
91
145
$49.9K 0.05%
+1,206
146
$49.9K 0.05%
1,736
-132
147
$49.6K 0.05%
798
148
$49.5K 0.05%
1,095
+1
149
$49.4K 0.05%
843
-4,185
150
$49.2K 0.05%
749
+2
4 5
6
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