Portfolio (Quarterly)
Guide ↗
WIN ADVISORS, INC
· CIK 0001897144| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 2,003 | $263K | 0.12% | SOLD |
| 42 | HAL | HALLIBURTON CO | Energy | 6,324 | $247K | 0.11% | SOLD |
| 43 | VLO | VALERO ENERGY CORP | Energy | 971 | $240K | 0.11% | SOLD |
| 44 | PCAR | PACCAR INC | Industrials | 2,066 | $239K | 0.11% | SOLD |
| 45 | WWD | WOODWARD INC | Industrials | 663 | $237K | 0.11% | SOLD |
Sector Allocation
Technology
81.5%
Industrials
10.7%
Utilities
4.3%
Financial Services
3.0%
Real Estate
0.3%
Consumer Cyclical
0.2%