WINN - ETF AI Analysis
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Harbor Long-Term Growers ETF (WINN)
Rating:73Outperform
Price Target:―
Positive Factors
Leading Growth Companies at the Top
The ETF’s largest positions include several well-known growth leaders that have shown strong recent performance, which can help drive the fund’s returns.
Focused Exposure to Technology and Innovation
Nearly half of the portfolio is in technology and additional weight is in communication services, giving investors concentrated exposure to innovative, fast-growing businesses.
Meaningful Fund Size
With over a billion dollars in assets, the ETF is large enough to offer stability and efficient trading for most everyday investors.
Negative Factors
High Concentration in a Few Mega-Cap Stocks
A small number of big technology and internet companies make up a large share of the fund, so weakness in these names can significantly hurt performance.
Mixed Performance Among Top Holdings
Several major positions have shown weak or negative year-to-date results, which has weighed on the ETF’s overall year-to-date performance.
Above-Average Expense Ratio
The fund’s expense ratio is relatively high for an ETF, meaning more of the returns are used to cover fees instead of staying in investors’ pockets.
WINN vs. SPDR S&P 500 ETF (SPY)
AUM1.16B
RegionNorth America
Expense Ratio0.57%
Beta1.29
IssuerHarbor
Inception DateFeb 02, 2022
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume134,589
30 Day Avg. Volume129,356
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
39.77Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering69
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
WINN Summary
Harbor Long-Term Growers ETF (WINN) is a U.S. stock fund that focuses on companies with strong long-term growth potential across the whole market, rather than tracking a specific index. It is heavily tilted toward technology and communication services and holds well-known names like Nvidia, Amazon, Apple, and Microsoft. Someone might consider WINN if they want a simple way to invest in many fast-growing, innovative companies for potential long-term growth. However, because it is concentrated in growth and tech-related stocks, its price can swing a lot and may fall sharply when growth or tech stocks are out of favor.
How much will it cost me?The Harbor Long-Term Growers ETF (WINN) has an expense ratio of 0.57%, which means you’ll pay $5.70 per year for every $1,000 invested. This is higher than average because the fund is actively managed, focusing on selecting companies with strong long-term growth potential.
What would affect this ETF?The Harbor Long-Term Growers ETF (WINN) could benefit from continued innovation and expansion in the technology sector, which makes up nearly half of its holdings, as well as strong performance from top companies like Nvidia, Microsoft, and Apple. However, it may face challenges if interest rates rise, potentially impacting growth-focused stocks, or if regulatory changes target major tech firms. Economic slowdowns or reduced consumer spending could also negatively affect its exposure to cyclical sectors like Consumer Discretionary.
WINN Top 10 Holdings
WINN is heavily tilted toward U.S. Big Tech and AI, with Nvidia, Alphabet, Apple, Broadcom, Amazon, and Microsoft steering the ship. Nvidia and Alphabet are doing much of the heavy lifting, riding strong momentum in AI and cloud. Apple has been steadily climbing, adding a reliable tailwind. Broadcom and Amazon have been rising over the past few months, even if their short-term moves look a bit choppy. On the flip side, Microsoft and Meta are losing a bit of steam, creating some drag in an otherwise tech-driven, U.S.-focused growth story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 12.22% | $137.45M | $5.11T | 56.25% | 76 Outperform | |
| Alphabet Class A | 8.17% | $91.93M | $4.59T | 121.46% | 85 Outperform | |
| Apple | 7.88% | $88.59M | $4.58T | 55.37% | 79 Outperform | |
| Broadcom | 7.42% | $83.42M | $2.12T | 84.56% | 76 Outperform | |
| Amazon | 7.35% | $82.62M | $2.91T | 32.01% | 71 Outperform | |
| Microsoft | 6.47% | $72.76M | $3.34T | -2.20% | 79 Outperform | |
| Meta Platforms | 3.56% | $40.10M | $1.61T | -2.31% | 76 Outperform | |
| Eli Lilly & Co | 2.96% | $33.30M | $1.04T | 49.80% | 72 Outperform | |
| Mastercard | 2.58% | $29.04M | $436.47B | -15.64% | 75 Outperform | |
| Netflix | 2.40% | $26.94M | $362.21B | -28.74% | 73 Outperform |
WINN Technical Analysis
Positive
―
Price Trends
30.71
Positive
30.33
Positive
30.70
Positive
Market Momentum
0.66
Negative
75.28
Negative
95.40
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For WINN, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 32.54, equal to the 50-day MA of 30.71, and equal to the 200-day MA of 30.70, indicating a bullish trend. The MACD of 0.66 indicates Negative momentum. The RSI at 75.28 is Negative, neither overbought nor oversold. The STOCH value of 95.40 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for WINN.
WINN Peer Comparison
Comparison Results
Performance Comparison
WINN
Harbor Long-Term Growers ETF
33.73
6.10
22.08%
AKRE
Akre Focus ETF
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QLTY
GMO U.S. Quality ETF
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TSPA
T. Rowe Price U.S. Equity Research ETF
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DCOR
Dimensional US Core Equity 1 ETF
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WTV
WisdomTree US Value Fund of Benef Interest
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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