WINN - ETF AI Analysis
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Harbor Long-Term Growers ETF (WINN)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Top Growth Holdings
Several of the largest positions, including major technology names, have shown strong gains this year, helping support the ETF’s overall performance.
Sector Diversification Within Growth
While heavily tilted to technology, the fund still spreads assets across communication services, consumer sectors, health care, and financials, reducing reliance on any single industry.
Growing Asset Base
The ETF has built a sizable level of assets under management, suggesting healthy investor interest and better trading liquidity.
Negative Factors
High Concentration in a Few Stocks
A small group of large technology and growth companies makes up a significant share of the portfolio, increasing the impact if any of these stocks stumble.
Mixed Performance Among Top Holdings
Some major positions, such as Microsoft, Meta Platforms, and Mastercard, have shown weak or negative performance this year, which can drag on the fund’s returns.
U.S.-Only Geographic Exposure
With almost all assets invested in U.S. companies, the ETF offers little geographic diversification and is highly tied to the U.S. market’s fortunes.
WINN vs. SPDR S&P 500 ETF (SPY)
AUM1.18B
RegionNorth America
Expense Ratio0.57%
Beta1.30
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. Volume108,437
30 Day Avg. Volume107,093
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
41.57Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering73
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 total market, rather than tracking a specific index. It is heavily invested in technology and communication services, with well-known names like Nvidia and Apple among its top holdings. Someone might invest in WINN to seek long-term growth and to get a diversified mix of leading and emerging growth companies in one fund. A key risk is that it is heavily tilted toward tech and growth stocks, so its price can rise and fall more than the overall market.
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 riding the Big Tech and semiconductor wave, with Nvidia, Microsoft, and Amazon doing much of the heavy lifting thanks to rising momentum in AI, cloud, and e-commerce. Apple has been steady but is starting to lose a bit of steam, while Broadcom and Meta look more mixed and have recently been dragging on returns. AMD, despite some short-term choppiness, remains a powerful long-term growth engine. With nearly half the fund in U.S. technology and all major holdings U.S.-based, WINN is clearly a bet on American innovation and digital infrastructure.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 11.71% | $140.71M | $5.07T | 26.54% | 76 Outperform | |
| Alphabet Class A | 8.13% | $97.69M | $4.17T | 64.84% | 85 Outperform | |
| Apple | 7.24% | $86.97M | $4.57T | 35.27% | 79 Outperform | |
| Microsoft | 6.20% | $74.52M | $3.69T | -2.60% | 79 Outperform | |
| Broadcom | 5.78% | $69.48M | $1.69T | 20.38% | 76 Outperform | |
| Amazon | 5.02% | $60.31M | $2.81T | 10.65% | 71 Outperform | |
| Eli Lilly & Co | 3.80% | $45.66M | $1.12T | 62.50% | 72 Outperform | |
| Meta Platforms | 3.12% | $37.51M | $1.47T | -23.96% | 76 Outperform | |
| Mastercard | 2.92% | $35.03M | $524.27B | 0.21% | 75 Outperform | |
| Advanced Micro Devices | 2.80% | $33.67M | $785.11B | 182.76% | 73 Outperform |
WINN Technical Analysis
Positive
―
Price Trends
32.89
Positive
32.43
Positive
31.27
Positive
Market Momentum
0.19
Positive
55.28
Neutral
51.78
Neutral
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 33.73, equal to the 50-day MA of 32.89, and equal to the 200-day MA of 31.27, indicating a neutral trend. The MACD of 0.19 indicates Positive momentum. The RSI at 55.28 is Neutral, neither overbought nor oversold. The STOCH value of 51.78 is Neutral, 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
33.71
3.81
12.74%
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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