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  Name: WIN ADVISORS INC
  City: PALM BEACH GARDENS
  State: FL
  Zip: 33418-3764
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $227,004,000
  Total Value Change : $6,592,000
  Securities Held Change : -1
   
All Securities Held : 54
  New Positions : 32
  Closed Positions : 39
  Increased Positions : 14
  Unchanged Positions : 0
  Decreased Positions : 8

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Holdings Found : 8     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IWY)1 Year Chart         IWY iShares Trust 9 - $197.27 $12,065,000 61,840 5.31% 604,000 -3,570 0.069    N/A
   (ELR)1 Year Chart         ELR streetTRACKS Series Trust -... 12 - $61.55 $10,805,000 175,604 4.76% -733,000 -30,795 0.02    Closed - End Fund - E...
   (PWB)1 Year Chart         PWB Invesco Dynamic Large Cap G... 18 - $88.76 $3,115,000 34,887 1.37% -51,000 -5,863 0.293    Closed - End Fund - Debt
   (SPHD)1 Year Chart         SPHD Invesco S&P 500 High Divide... 40 - $45.04 $425,000 9,577 0.19% -15,343,000 -362,216 0.014    N/A
   (DGRW)1 Year Chart         DGRW Wisdomtree Us Dividend Grow... 43 - $75.83 $416,000 5,462 0.18% -14,972,000 -213,494 0.004    N/A
   (GPS)1 Year Chart         GPS Gap Inc 45 - $21.52 $387,000 14,057 0.17% -118,000 -10,091 0.004    Apparel Stores
   (AVGO)1 Year Chart         AVGO Broadcom Limited 46 - $1,380.03 $330,000 249 0.15% -146,000 -177 0    Semiconductor- Broad...
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 52 - $153.16 $262,000 1,449 0.12% -35,000 -568 0    Semiconductor- Broad...

      8 Records Found
  1    
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