WW

Winnow Wealth Portfolio holdings

AUM $135M
1-Year Est. Return 16.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.2%
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
$87B
$20.7K 0.02%
+296
BA icon
202
Boeing
BA
$178B
$20.5K 0.02%
+95
IBIT icon
203
iShares Bitcoin Trust
IBIT
$56B
0
ON icon
204
ON Semiconductor
ON
$24.8B
$20.2K 0.02%
+404
LLY icon
205
Eli Lilly
LLY
$894B
$19.1K 0.01%
+25
OTEX icon
206
Open Text
OTEX
$6.35B
$18.2K 0.01%
+480
HRL icon
207
Hormel Foods
HRL
$13.5B
$17.7K 0.01%
+708
UXRP
208
Proshares Ultra XRP ETF
UXRP
$40.9M
$17.3K 0.01%
+597
V icon
209
Visa
V
$619B
$17.1K 0.01%
50
-63
NFLX icon
210
Netflix
NFLX
$418B
$16.8K 0.01%
+140
MA icon
211
Mastercard
MA
$467B
$16.5K 0.01%
29
-50
IWM icon
212
iShares Russell 2000 ETF
IWM
$74.3B
$16.5K 0.01%
+68
F icon
213
Ford
F
$51.5B
$14.7K 0.01%
1,227
+1,027
FMAY icon
214
FT Vest US Equity Buffer ETF May
FMAY
$1.07B
$14.7K 0.01%
+277
FJUL icon
215
FT Vest US Equity Buffer ETF July
FJUL
$1.19B
$14.6K 0.01%
+265
FAUG icon
216
FT Vest US Equity Buffer ETF August
FAUG
$1.17B
$14.6K 0.01%
+280
FAPR icon
217
FT Vest US Equity Buffer ETF April
FAPR
$992M
$14.5K 0.01%
+330
PLTR icon
218
Palantir
PLTR
$368B
$13.7K 0.01%
+75
TJX icon
219
TJX Companies
TJX
$179B
$13.5K 0.01%
+93
NOW icon
220
ServiceNow
NOW
$120B
$12.9K 0.01%
+70
BAC icon
221
Bank of America
BAC
$361B
$12.8K 0.01%
+247
HD icon
222
Home Depot
HD
$367B
$12.6K 0.01%
31
-419
DXC icon
223
DXC Technology
DXC
$2.12B
$12.4K 0.01%
+887
AMN icon
224
AMN Healthcare
AMN
$851M
$12K 0.01%
+600
MDT icon
225
Medtronic
MDT
$123B
$12K 0.01%
125
+85