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
201
$13.4K 0.01%
68
202
$13.3K 0.01%
284
-355
203
$13.2K 0.01%
+299
204
$13.2K 0.01%
+306
205
$13.2K 0.01%
+272
206
$12.4K 0.01%
140
+50
207
$12.3K 0.01%
1,225
+40
208
$12.1K 0.01%
480
209
$11.5K 0.01%
32
+10
210
$11.2K 0.01%
125
211
$10K 0.01%
60
+20
212
$9.3K 0.01%
130
+42
213
$8.34K 0.01%
16
-1
214
$8.26K 0.01%
115
+38
215
$7.88K 0.01%
30
+10
216
$7.18K 0.01%
95
217
$7.16K 0.01%
+90
218
$7.01K 0.01%
23
+7
219
$6.91K 0.01%
53
+18
220
$6.53K 0.01%
27
+8
221
$6.26K 0.01%
222
+76
222
$6.24K 0.01%
+102
223
$5.95K 0.01%
45
+14
224
$5.91K 0.01%
30
+10
225
$5.77K 0.01%
12
+4
7 8
9
10 11