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Mary Therese Walsh

Win Advisors, Inc

Assets Managed
$218.625M
Holdings
78
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
-7.18%(2Q avg: 3.73%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Win Advisors, Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 78 positions.

Assets under management

The assets under management (AUM) of Win Advisors, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 218.625M in assets, with a quarterly growth rate of -7.18% and a 2-quarter average growth rate of 3.73%. The portfolio is managed by Mary Therese Walsh, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PWB
Invesco Large Cap Growth Etf
Recent Activity
New Position
7.32%
$15.986M
126,940 shares@ $125.93 avg price
ILCB
Ishares Morningstar U.s. Equ
Recent Activity
New Position
6.8%
$14.862M
165,387 shares@ $89.87 avg price
HGER
Harbor Commodity All Weather
Recent Activity
New Position
6.66%
$14.546M
469,067 shares@ $31.02 avg price
CGDV
Cap Group Dividend Value
Recent Activity
New Position
5.25%
$11.464M
269,483 shares@ $42.55 avg price
VFMO
Vanguard Us Momentum Factor
Recent Activity
Increased 327.44%
5.01%
$10.949M
55,549 shares@ $197.11 avg price
BKLC
Bny Mellon Us Lrg Cap Cor
Recent Activity
New Position
4.5%
$9.821M
78,689 shares@ $124.81 avg price
GAL
Spdr Ssga Global Allocation
Recent Activity
New Position
4.12%
$9.005M
181,914 shares@ $49.51 avg price
CWB
Spdr Bloomberg Convertible S
Recent Activity
New Position
4.05%
$8.835M
96,539 shares@ $91.52 avg price
EPS
Wisdomtree Us Large Cap Fund
Recent Activity
Decreased -10.35%
4.01%
$8.757M
128,568 shares@ $68.12 avg price
DHS
Wisdomtree Us High Dividend
Recent Activity
New Position
3.8%
$8.298M
75,972 shares@ $109.23 avg price

1-10 of 78