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Win Advisors, Inc

Portfolio Manager
Win Advisors, Inc
Performance
-6.33% (2026 Q1)
AUM (13F)
$218.63M
# of Holdings
78
Performance Rank
Allocation (Top 20)
72.94%

Win Advisors, Inc Holdings Map

Top 50 Win Advisors, Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
PWB
INVESCO EXCHANGE TRADED FD T
7.31%126.9K$16.0Mnew2025-Q1: 47.4K shares2025-Q2: 121.1K shares2025-Q3: 103.3K shares2025-Q4: 0 shares2026-Q1: 126.9K shares
$107.19(+44.74%)
2026-03-31
ILCB
ISHARES TR
6.8%165.4K$14.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 165.4K shares
$92.12(+11.46%)
2026-03-31
HGER
HARBOR ETF TRUST
6.65%469.1K$14.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 469.1K shares
$27.91(+19.08%)
2026-03-31
CGDV
CAPITAL GROUP DIVIDEND VALUE
5.24%269.5K$11.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 269.5K shares
$43.09(+10.93%)
2026-03-31
VFMO
VANGUARD WELLINGTON FD
5.01%55.5K$10.9M
+327.43%(+42.55K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 13.0K shares2026-Q1: 55.5K shares
$193.53(+19.60%)
2026-03-31
BKLC
BNY MELLON ETF TRUST
4.49%78.7K$9.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 78.7K shares
$122.59(+15.89%)
2026-03-31
GAL
SSGA ACTIVE ETF TR
4.12%181.9K$9.0Mnew2025-Q1: 19.1K shares2025-Q2: 17.6K shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 181.9K shares
$48.81(+9.09%)
2026-03-31
CWB
SPDR SERIES TRUST
4.04%96.5K$8.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 10.2K shares2025-Q4: 0 shares2026-Q1: 96.5K shares
$84.64(+25.29%)
2026-03-31
EPS
WISDOMTREE TR
4.01%128.6K$8.8M
-10.36%(-14.86K)
2025-Q1: 0 shares2025-Q2: 140.1K shares2025-Q3: 140.8K shares2025-Q4: 143.4K shares2026-Q1: 128.6K shares
$60.08(+28.64%)
2026-03-31
DHS
WISDOMTREE TR
3.8%76.0K$8.3Mnew2025-Q1: 102.3K shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 76.0K shares
$86.76(+27.80%)
2026-03-31

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