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WIN ADVISORS, INC
RIA/Wealth
WIN ADVISORS, INC is a RIA/Wealth based in Palm Beach Gardens, FL led by Denis Stephen Walsh, reporting $238.5M in AUM as of Q3 2025 with 85% ETF concentration and 68% concentrated in top 10 holdings.
PresidentDenis Stephen Walsh
- Portfolio Value
- $205.5M
- Positions
- 58
- Top Holding
- SCHG at 10.99%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in WIN ADVISORS, INC's portfolio (68% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $22.6M | 10.99% | -$2.8M Sold | — 707.6K shares | |
ETF ETF | $19.8M | 9.63% | +$3.3M Bought | — 41.2K shares | |
ETF ETF | $19.5M | 9.48% | +$10.2M Bought | — 71.1K shares | |
ETF ETF | $16.2M | 7.87% | -$2.9M Sold | — 133.5K shares | |
ETF ETF | $13.0M | 6.31% | -$2.2M Sold | — 103.3K shares | |
ETF ETF | $12.6M | 6.13% | +$9.8M Bought | — 104.5K shares | |
Unknown Unknown | $12.2M | 5.96% | +$10.0M Bought | — 101.7K shares | |
ETF ETF | $9.7M | 4.73% | +$52.7K Bought | — 140.8K shares | |
ETF ETF | $9.0M | 4.37% | -$256.8K Sold | — 74.3K shares | |
ETF ETF | $5.2M | 2.53% | -$3.0M Sold | — 12.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in WIN ADVISORS, INC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for WIN ADVISORS, INC
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