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WINN - ETF AI Analysis
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Harbor Long-Term Growers ETF (WINN)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several major positions, including Nvidia, Broadcom, and Netflix, have delivered strong year-to-date performance, driving the fund's returns.
Sector Leadership in Technology
Nearly half of the portfolio is allocated to the technology sector, which has shown strong growth potential in recent years.
Healthy Asset Growth
The ETF has over $1 billion in assets under management, indicating strong investor interest and stability.
Negative Factors
High Geographic Concentration
With nearly 99% of exposure in U.S. companies, the fund lacks diversification across global markets.
Overweight in Technology
The heavy allocation to technology increases vulnerability to sector-specific downturns or volatility.
Moderate Expense Ratio
The ETF's expense ratio of 0.57% is higher than some low-cost alternatives, which could slightly reduce net returns over time.
WINN vs. SPDR S&P 500 ETF (SPY)
AUM1.10B
RegionNorth America
Expense Ratio0.57%
Beta1.32
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. Volume93,989
30 Day Avg. Volume100,329
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
38.21Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering69
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
WINN Summary
The Harbor Long-Term Growers ETF (Ticker: WINN) is designed for investors who want to focus on companies with strong long-term growth potential across the entire market. It includes well-known names like Nvidia and Microsoft, as well as other innovative companies in sectors like technology, communication services, and consumer cyclical. This ETF is a great option for those looking to grow their portfolio over time by investing in businesses driving market expansion and innovation. However, since nearly half of its holdings are in the tech sector, its performance can be heavily influenced by how the technology industry performs overall.
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
The Harbor Long-Term Growers ETF (WINN) leans heavily into technology, with nearly half of its portfolio in the sector, making names like Nvidia and Microsoft key drivers of performance. Nvidia’s focus on AI and data centers has bolstered its long-term outlook, though recent momentum has been mixed. Alphabet is another standout, riding a wave of AI and cloud growth, while Apple’s steady gains reflect its strong profitability and services expansion. On the flip side, Netflix has been a drag on the fund, struggling with bearish technical signals. Overall, WINN’s U.S.-centric portfolio is a bet on innovation and growth, but its tech-heavy tilt means volatility could be on the horizon.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 11.83% | $129.67M | $4.58T | 34.79% | 76 Outperform | |
| Microsoft | 8.72% | $95.57M | $3.63T | 11.39% | 79 Outperform | |
| Apple | 7.92% | $86.79M | $4.05T | 5.71% | 79 Outperform | |
| Amazon | 6.47% | $70.95M | $2.48T | 2.35% | 71 Outperform | |
| Broadcom | 6.01% | $65.92M | $1.66T | 42.74% | 76 Outperform | |
| Alphabet Class A | 5.82% | $63.77M | $3.80T | 60.58% | 85 Outperform | |
| Meta Platforms | 3.85% | $42.26M | $1.68T | 10.64% | 76 Outperform | |
| Tesla | 3.58% | $39.27M | $1.61T | 6.88% | 73 Outperform | |
| Eli Lilly & Co | 3.22% | $35.34M | $1.02T | 34.94% | 72 Outperform | |
| Netflix | 3.21% | $35.24M | $427.89B | 1.33% | 73 Outperform |
WINN Technical Analysis
Positive
―
Price Trends
31.36
Positive
30.99
Positive
28.90
Positive
Market Momentum
-0.02
Negative
55.67
Neutral
89.02
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 31.26, equal to the 50-day MA of 31.36, and equal to the 200-day MA of 28.90, indicating a bullish trend. The MACD of -0.02 indicates Negative momentum. The RSI at 55.67 is Neutral, neither overbought nor oversold. The STOCH value of 89.02 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
31.53
3.34
11.85%
CGUS
Capital Group Core Equity ETF
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QLTY
GMO U.S. Quality ETF
―
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DCOR
Dimensional US Core Equity 1 ETF
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APUE
ActivePassive U.S. Equity 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.
Disclaimer
This 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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