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
201
$6.54K 0.01%
+20
202
$6.16K 0.01%
+202
203
$5.77K 0.01%
+40
204
$5.45K 0.01%
+88
205
$5.41K 0.01%
+77
206
$5.31K 0.01%
+480
207
$5.3K 0.01%
+208
208
$5.26K 0.01%
+210
209
$4.58K ﹤0.01%
+3,365
210
$4.35K ﹤0.01%
+16
211
$4.32K ﹤0.01%
+25
212
$4.27K ﹤0.01%
+10
213
$4.13K ﹤0.01%
+8
214
$4.12K ﹤0.01%
+38
215
$4.09K ﹤0.01%
+1
216
$4.03K ﹤0.01%
+19
217
$3.98K ﹤0.01%
+7
218
$3.97K ﹤0.01%
+33
219
$3.94K ﹤0.01%
+35
220
$3.93K ﹤0.01%
+11
221
$3.91K ﹤0.01%
+142
222
$3.8K ﹤0.01%
+8
223
$3.63K ﹤0.01%
+13
224
$3.52K ﹤0.01%
+6
225
$3.51K ﹤0.01%
+28
7 8
9
10 11