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
176
$22.4K 0.02%
+714
177
$21.7K 0.02%
+380
178
$21.5K 0.02%
+118
179
$21.2K 0.02%
+305
180
$19.3K 0.02%
+316
181
$18.1K 0.02%
+35
182
$18K 0.02%
+903
183
$17.8K 0.02%
+115
184
$14.9K 0.01%
+68
185
$14.2K 0.01%
+60
186
$13.6K 0.01%
+480
187
$13.1K 0.01%
+552
188
$12.4K 0.01%
+17
189
$11.7K 0.01%
+1,185
190
$10.6K 0.01%
+34
191
$9.98K 0.01%
+125
192
$9.62K 0.01%
+20
193
$9.55K 0.01%
+17
194
$9.19K 0.01%
+18
195
$8.17K 0.01%
+22
196
$8.17K 0.01%
+49
197
$7.94K 0.01%
+90
198
$6.86K 0.01%
+201
199
$6.61K 0.01%
+210
200
$6.58K 0.01%
+95
6 7
8
9 10