Top 50 Winnow Wealth Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 8.44% | 108.6K | $10.9M | +1.50%(+1.60K) | $100.54(-0.10%) | 2026-03-31 | |
| SFLR | INNOVATOR ETFS TRUST | 6.64% | 243.0K | $8.6M | -7.00%(-18.30K) | $32.45(+18.95%) | 2026-03-31 | |
| DJUL | FIRST TR EXCHNG TRADED FD VI | 3.89% | 108.0K | $5.0M | -7.09%(-8.24K) | $45.47(+10.38%) | 2026-03-31 | |
| DSEP | FIRST TR EXCHNG TRADED FD VI | 3.85% | 113.6K | $5.0M | -7.24%(-8.87K) | $44.51(+6.63%) | 2026-03-31 | |
| DOCT | FIRST TR EXCHNG TRADED FD VI | 3.79% | 113.3K | $4.9M | -7.16%(-8.73K) | $43.65(+6.89%) | 2026-03-31 | |
| DNOV | FIRST TR EXCHNG TRADED FD VI | 3.66% | 99.1K | $4.7M | -6.98%(-7.43K) | $47.71(+7.60%) | 2026-03-31 | |
| BALT | INNOVATOR ETFS TRUST | 3.52% | 136.2K | $4.6M | -8.61%(-12.82K) | $31.52(+8.76%) | 2026-03-31 | |
| RFLR | INNOVATOR ETFS TRUST | 2.62% | 117.0K | $3.4M | +1.73%(+1.99K) | $25.92(+25.74%) | 2026-03-31 | |
| QFLR | INNOVATOR ETFS TRUST | 2.55% | 99.1K | $3.3M | +2.55%(+2.47K) | $30.07(+18.54%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 1.61% | 12.3K | $2.1M | +0.37%(+45) | $112.51(+21.85%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.60% | +42.77% |
| Top 20 Holdings Unweighted | +10.57% | +35.18% |
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