Top 50 Win Advisors, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PWB | INVESCO EXCHANGE TRADED FD T | 7.31% | 126.9K | $16.0M | new | $107.19(+44.74%) | 2026-03-31 | |
| ILCB | ISHARES TR | 6.8% | 165.4K | $14.9M | new | $92.12(+11.46%) | 2026-03-31 | |
| HGER | HARBOR ETF TRUST | 6.65% | 469.1K | $14.5M | new | $27.91(+19.08%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 5.24% | 269.5K | $11.5M | new | $43.09(+10.93%) | 2026-03-31 | |
| VFMO | VANGUARD WELLINGTON FD | 5.01% | 55.5K | $10.9M | +327.43%(+42.55K) | $193.53(+19.60%) | 2026-03-31 | |
| BKLC | BNY MELLON ETF TRUST | 4.49% | 78.7K | $9.8M | new | $122.59(+15.89%) | 2026-03-31 | |
| GAL | SSGA ACTIVE ETF TR | 4.12% | 181.9K | $9.0M | new | $48.81(+9.09%) | 2026-03-31 | |
| CWB | SPDR SERIES TRUST | 4.04% | 96.5K | $8.8M | new | $84.64(+25.29%) | 2026-03-31 | |
| EPS | WISDOMTREE TR | 4.01% | 128.6K | $8.8M | -10.36%(-14.86K) | $60.08(+28.64%) | 2026-03-31 | |
| DHS | WISDOMTREE TR | 3.8% | 76.0K | $8.3M | new | $86.76(+27.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.99% | +29.47% |
| Top 20 Holdings Unweighted | +10.44% | +34.69% |
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