WIN ADVISORS, INC - Portfolio overview

WIN ADVISORS, INC has 118 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Basic Materials.

Largest reported holdings by portfolio allocation

1. VUG - VANGUARD INDEX FDS, 5.79%
2. SPMO - INVESCO EXCH TRADED FD TR II, 4.73%
3. PWB - INVESCO EXCHANGE TRADED FD T, 4.68%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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