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
$128M
AUM Growth
-$6.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Sells

1 +$13.2M
2 +$9.42M
3 +$9.21M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$9.1M
5
PSLV icon
Sprott Physical Silver Trust
PSLV
+$6.49M

Sector Composition

1 Healthcare 10.73%
2 Consumer Staples 7.77%
3 Technology 7.27%
4 Communication Services 6.19%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NKE icon
201
Nike
NKE
$97B
$20.7K 0.02%
+296
BA icon
202
Boeing
BA
$154B
$20.5K 0.02%
+95
IBIT icon
203
iShares Bitcoin Trust
IBIT
$72.2B
0
ON icon
204
ON Semiconductor
ON
$23B
$20.2K 0.02%
+404
LLY icon
205
Eli Lilly
LLY
$925B
$19.1K 0.01%
+25
OTEX icon
206
Open Text
OTEX
$8.43B
$18.2K 0.01%
+480
HRL icon
207
Hormel Foods
HRL
$12.8B
$17.7K 0.01%
+708
UXRP
208
Proshares Ultra XRP ETF
UXRP
$79.5M
$17.3K 0.01%
+597
V icon
209
Visa
V
$636B
$17.1K 0.01%
50
-63
NFLX icon
210
Netflix
NFLX
$441B
$16.8K 0.01%
+140
MA icon
211
Mastercard
MA
$497B
$16.5K 0.01%
29
-50
IWM icon
212
iShares Russell 2000 ETF
IWM
$72.4B
$16.5K 0.01%
+68
F icon
213
Ford
F
$52.2B
$14.7K 0.01%
1,227
+1,027
FMAY icon
214
FT Vest US Equity Buffer ETF May
FMAY
$1.03B
$14.7K 0.01%
+277
FJUL icon
215
FT Vest US Equity Buffer ETF July
FJUL
$1.16B
$14.6K 0.01%
+265
FAUG icon
216
FT Vest US Equity Buffer ETF August
FAUG
$1.13B
$14.6K 0.01%
+280
FAPR icon
217
FT Vest US Equity Buffer ETF April
FAPR
$930M
$14.5K 0.01%
+330
PLTR icon
218
Palantir
PLTR
$420B
$13.7K 0.01%
+75
TJX icon
219
TJX Companies
TJX
$167B
$13.5K 0.01%
+93
NOW icon
220
ServiceNow
NOW
$173B
$12.9K 0.01%
+14
BAC icon
221
Bank of America
BAC
$395B
$12.8K 0.01%
+247
HD icon
222
Home Depot
HD
$356B
$12.6K 0.01%
31
-419
DXC icon
223
DXC Technology
DXC
$2.39B
$12.4K 0.01%
+887
AMN icon
224
AMN Healthcare
AMN
$641M
$12K 0.01%
+600
MDT icon
225
Medtronic
MDT
$131B
$12K 0.01%
125
+85