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
151
$41.5K 0.04%
+859
152
$40.6K 0.04%
+772
153
$39.4K 0.04%
+7,560
154
$39.3K 0.04%
+391
155
$39.2K 0.04%
+89
156
$38.1K 0.04%
+147
157
$38K 0.04%
+454
158
$37.8K 0.04%
+201
159
$34K 0.03%
+178
160
$33.9K 0.03%
+269
161
$31.9K 0.03%
+308
162
$30.6K 0.03%
+672
163
$30.5K 0.03%
+626
164
$30.5K 0.03%
+717
165
$30.4K 0.03%
+639
166
$29K 0.03%
+255
167
$28.8K 0.03%
+1,138
168
$28.4K 0.03%
+396
169
$27.9K 0.03%
+120
170
$26.9K 0.03%
+134
171
$26.7K 0.03%
+426
172
$26.2K 0.03%
+475
173
$25.2K 0.03%
+212
174
$25.1K 0.02%
+224
175
$23.8K 0.02%
+317
5 6
7
8 9