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
176
$30.8K 0.03%
122
+2
177
$30.5K 0.03%
278
+9
178
$29.2K 0.03%
178
179
$26.3K 0.02%
121
+3
180
$24.9K 0.02%
478
+3
181
$24.5K 0.02%
306
-2
182
$24.4K 0.02%
396
183
$23.4K 0.02%
215
+3
184
$23K 0.02%
222
-2
185
$22.2K 0.02%
717
+3
186
$22K 0.02%
304
-1
187
$21.7K 0.02%
89
+29
188
$20.6K 0.02%
325
+8
189
$19.7K 0.02%
24
+7
190
$19.4K 0.02%
35
191
$18.6K 0.02%
386
+6
192
$17.4K 0.02%
428
+2
193
$17.4K 0.02%
50
+16
194
$15.4K 0.01%
902
-1
195
$15.1K 0.01%
115
196
$14.9K 0.01%
29
+9
197
$14.8K 0.01%
133
-1
198
$14.1K 0.01%
26
+8
199
$13.9K 0.01%
570
+18
200
$13.9K 0.01%
315
-1
6 7
8
9 10