Win Advisors, Inc.
Win Advisors, Inc is a registered investment adviser and wealth management firm based in Palm Beach Gardens, Florida. The firm, founded in 2018, employs 4 financial advisors and manages over $246 million in assets for approximately 2,400 clients, primarily serving retail investors, pension plans, charitable organizations, and corporations. It offers financial planning, portfolio management, and institutional advisory services. The firm is solely owned by World Investment Network, Inc.
Investment Strategy
Win Advisors, Inc provides comprehensive financial planning and portfolio management services for individuals, small businesses, and institutions. The firm manages client portfolios on a discretionary basis, utilizing an asset allocation strategy that can include mutual funds, exchange-traded funds (ETFs), equities, and fixed income products. The focus is on aligning investment portfolios with client objectives, risk tolerance, and investment horizons. The firm also assists clients with selection of other advisors when additional specialization is required and emphasizes a tailored approach for each client segment.
Top Holdings
Equity Positions (48)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHG | SCHWAB STRATEGIC TR | 11.21% | $23.2M | 795,956 | $28.96 | $29.21 | +$19.5M |
S SPMO | INVESCO EXCH TRADED FD TR II | 8.52% | $17.7M | 157,070 | $107.47 | $112.47 | +$15.0M |
V VUG | VANGUARD INDEX FDS | 7.25% | $15.0M | 34,286 | $438.40 | $438.40 | +$15.0M |
P PWB | INVESCO EXCHANGE TRADED FD T | 6.86% | $14.2M | 121,061 | $109.17 | $117.44 | +$9.7M |
Q QGRO | AMERICAN CENTY ETF TR | 6.67% | $13.8M | 126,687 | $91.77 | $109.12 | +$1.8M |