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Home > Institutional Investor > Win Advisors, Inc > Profile

Instuitional Investor - Win Advisors, Inc

Fund Profile
Filing Period:
Fund Name: Win Advisors, Inc
Portfolio Value $235,553,610
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fd
 83,640 $21,007,884 8.92%
2.
Spdr Series Trust
 154,627 $16,498,707 7%
3.
Ishares Trust
 IEF 94,933 $15,943,063 6.77%
4.
First Tr Exchange-Traded Alp
 90,856 $14,525,728 6.17%
5.
Schwab Strategic Trust
 FNDF 393,448 $12,834,259 5.45%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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